Our domestic economy enjoyed a number of growth achievements in the third quarter, but investment results were mixed, with more negative results than positive in the wake of troubling global developments. The S&P...
NEWS & INSIGHTS
Protecting Your IRA Assets: A Recent Supreme Court Ruling
Since enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been protected under federal law if you declare bankruptcy. Over the years, federal...
A Sea Of Green
Investment markets painted a sea of green through the first half of the year as all major asset classes (stocks, bonds, commodities and real estate) were in positive territory. Stocks posted several new highs, despite...
Summer Jobs For Students – Tax Tips
Many students take a job in the summer after school lets out. If it’s your first job it gives you a chance to learn about the working world. That includes taxes we pay to support the place where we live, our state and...
Changing Investment Climates: From Weather To World Politics
After a stellar year for the stock market in 2013, the first quarter ended largely unchanged, yet with a fair amount of volatility along the way. Stocks eked out modest gains, allowing the extended bull market to...
The SageVest LifeList
Whether you're buying a home, starting your own business, or retiring, life's major events can be a challenge. So can finding the documents you need. The SageVest LifeList is designed to help you organize the important...
The Top Three Investment Headlines of 2013
U.S. stocks dominated investment returns in 2013 as the S&P 500 index posted a 30% return, the strongest since 1997. Investors rejoiced in continued economic recovery as well as continued easy money policies...
The Federal Reserve And The Federal Government
A strong year in the US extended in the third quarter as both the US stock market and household net worth set new all-time highs. Fortunately, the good news didn't stop there. Previously sluggish international stocks...
Medicare Open Enrollment Period Begins October 1
Congress created Medicare in 1965. In 2010, Medicare provided health care to more than 48 million Americans. On average, Medicare coverage covers about half of health care costs for enrollees. The Medicare open...
IRS And Treasury Department Provide Guidance On Same-Sex Marriage
The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for...
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