The Dow Jones Industrial Average (Dow) recently topped 20,000, setting a new record high and achieving a symbolic moment in US investment history. Investor sentiment has been climbing for a number of months, and a...
NEWS & INSIGHTS
Cash and Couples – The Six Cs of Success
“Love and marriage, love and marriage, it goes together like a horse and carriage.” What Frank Sinatra didn’t mention in his famous song is who pays for the horse and who pays for the carriage. Opposites often do...
Ten Relationship Tips For Working Women
More than half of today’s college enrollees are women, making it likely that the number of working women will continue to dramatically rise in the coming years. Despite these facts, social roles often remain rooted in...
2016: A Year Of Surprises
SageVest Wealth Management recently released our quarterly commentary for year-end 2016. Highlights are as follows: - 2016 was a historic year in politics and the markets, with surprise reactions to populist movements....
New Year Resolutions For Financial Fulfilment
For many people, the New Year brings the promise of change and a fresh outlook on life. New Year resolutions can help you define and achieve personal goals, family initiatives, career ambitions, home projects, dream...
SageVest Season’s Greetings, Gratitude And Gifts
The holiday season brings a host of opportunities to use your wealth in meaningful ways, as you focus on loved ones, share festive wishes with those near and far, and consider year-end giving objectives. SageVest...
7 Mortgage Tips For Retirement
Entering retirement debt-free is psychologically and financially liberating. Yet for many individuals, enjoying lower expenses during retirement can turn out to be nothing more than a myth, in large part due to your...
How To Be A Philanthropist
For many people, one of the greatest joys that wealth can bring is the opportunity to give to a charitable cause that reflects your personal values, individual beliefs, or life experiences. In support of your giving...
Tax Opportunities For Military Members
Each Veterans Day, SageVest Wealth Management is proud to join the rest of our nation in offering thanks to the brave men and women who defend our everyday freedoms. We thank you for your service. Gratitude for your...
Election Results Impact On Investment Portfolios
Regardless of your political thinking, if you own investments, you likely find yourself now pondering the potential impacts of last night’s Presidential election results upon your holdings. Up until last night, the...
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