NEWS & INSIGHTS
Bonds and stocks enjoyed investment gains during the first quarter of the year. Bank defaults shook the markets, but resilience has followed. Inflation continued to wane, and the Fed raised rates at a more modest pace....
Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. A Roth 401(k) is simply a traditional 401(k) plan where contributions are not tax deductible, but have long-term tax...
Being able to send your child to college is near the top of the wish list for most parents. A college education can open doors to many opportunities and is increasingly necessary in today’s economy. But that diploma...
Personal finance can be complex, especially as your wealth grows. Each of your decisions must support the next and align with your life goals. The following financial planning checklist will help you identify which...
The welcoming of a child is one of life’s most wonderful and transformational events. There are many things to prepare and coordinate, including your finances. Raising a child requires significant time, energy, and...
Setting yourself up for long-term financial success requires strategic planning, but it’s easy to get started. One of the simplest, yet most important steps is to ensure you have an emergency fund. Whether or not you...
Appropriate insurance coverage protects you, your loved ones, and your assets. An annual insurance check-up helps to ensure that your coverage remains aligned with your current and changing lifestyle. It can also help...
As with every aspect of life, technology has significantly evolved in the area of financial advice. Today, individuals can choose to work with a human financial advisor or a robo-advisor. Robo-advisors are a positive...
One of the most frequent questions we receive from clients is “how much do I need to save for retirement?” The truth is, there is no one-size-fits-all answer to this question. Instead, we rely on specific personal...
SageVest Wealth Management is extremely proud to announce that Jennifer Myers, CFP® has earned a place in Washingtonian’s Top Wealth Adviser Hall of Fame. Jennifer’s mission for SageVest is to help individuals and...
Make a wise investment
in your future today.