June 03, 2020
Financial advisor Cal Brown explains why the stock market and the economy don’t always move in lockstep.
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03
Jun
Savant Blog
Savant offers perspective on a variety of topics. Entries range from current events to timeless insights in the world of finance and investments.
02
Jun
June 02, 2020
Determining whether you qualify for the Premium Tax Credit may seem daunting. Wealth Strategy Associate Abigail Ogden reviews the eligibility requirements and mechanics of how these credits work.
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02
Jun
June 02, 2020
Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Risk assets continue to surge as continuing unemployment claims data verify that some citizens are beginning to return to work in the U.S.
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02
Jun
June 02, 2020
Kelli Peterson answers your frequently asked questions around stimulus payments, including, “Is my stimulus payment taxable?” and “I received a payment for a deceased taxpayer. Now what?!”
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26
May
May 26, 2020
Our Investment Research Team’s latest update to the Coronavirus Crisis chart pack includes new cases drifting lower in the U.S., equity markets showing stability, and interest rates steadying.
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22
May
May 22, 2020
If you ask three people about what investors need to think about regarding recent market volatility, you’ll likely get three distinct answers. If you’re looking for market analysis based on academic research and data, you don’t want to miss Savant’s Webinar on Friday, May 29 at 1:00 PM CDT with special guest Dr. Apollo Lupescu from Dimensional Fund Advisors.
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19
May
May 19, 2020
Oil prices are now starting to reflect hope of successful re-openings joining equities which have rallied since late March as the global growth rate of COVID-19 cases steadies.
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18
May
May 18, 2020
Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my full retirement age, even if they will be permanently reduced?” Financial advisor Sobhi Baghdadi reviews some considerations.
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12
May
May 12, 2020
As historically bad economic data points continue to roll in, risk assets have continued rallying as investors look to the future in updates to this week’s chart pack.
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12
May
May 12, 2020
We answer frequently asked questions, including “Should I make changes to my portfolio in response to the coronavirus?” and “I heard that Savant is undergoing some changes, how will they impact me?”
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12
May
May 12, 2020
The Millennial generation is experiencing its second major economic crisis. Financial advisor Sarah McGinniss offers money tips to her generation to help plan for a better financial future amid COVID-19.
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07
May
May 07, 2020
The recent stretch of underperformance for small and value stocks has been challenging. Value and size factors have been pronounced dead before, only to come back with a vengeance. Is this time different? Or what is that light at the end of the tunnel?
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05
May
May 05, 2020
This week, Savant’s Investment Research Team looks at COVID-19 cases potentially peaking in the U.S. and U.K., COVID-19 cases rising in Russia, equities continuing their rebound, and valuations around the globe.
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04
May
May 04, 2020
Financial advisor Sobhi Baghdadi is grateful for the freedoms that many of us take for granted. His vision of the American dream is now a reality.
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29
Apr
April 29, 2020
Are you looking for practical steps you can take to stay positive during this unsettling time? We welcomed Rod Ogilvie, a licensed counselor and executive coach, for a live interview with our CEO Brent Brodeski on April 28. Rod shared ideas on how to stay positive and how you can provide solid leadership to your family and colleagues. You can watch the recording now.
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28
Apr
April 28, 2020
Savant’s Investment Research team provides an update on the spread of COVID-19, the economy, as well as the impact on stocks, bonds, and alternatives. Discover more in our weekly Guide to the Coronavirus Crisis.
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27
Apr
April 27, 2020
On top of health concerns, many people are worried about their financial wellbeing. This is the time to lean on your trusted financial professionals to provide clarity on your specific circumstances and to put today’s coronavirus crisis in perspective relative to previous health or financial driven crises we have endured.
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27
Apr
April 27, 2020
Alexander Strauss, financial planning and tax accountant, summarizes what we’ve learned from the 2019 tax return season and outlines possible tax reduction opportunities that you may be able to utilize next year. He also answers recent tax FAQs, including “Am I Eligible to Receive a Stimulus Check?” and “What’s The Deal With the New W-4?”
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27
Apr
April 27, 2020
Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 modifications (even if you already took money out).
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27
Apr
April 27, 2020
Under the CARES Act, payments for federal student loans are suspended through September, and interest rates are temporarily set to 0%. Read more for details on how this relief works.
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23
Apr
April 23, 2020
The COVID health crisis is affecting more than our pocketbooks and our social life. People are fearful, stressed, and anxious about the future. What’s our new normal? How do we cope? Savant’s CEO Brent Brodeski welcomes Rod Ogilvie, a licensed counselor and executive coach with Associates in Professional Counseling & Coaching, for a live interview on Tuesday, April 28 at 1:00 PM CDT.
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21
Apr
April 21, 2020
Savant’s Investment Research team dives further into what drove oil prices negative, the outlook for the economy, and what current valuations mean for future returns. Discover more in our weekly Guide to the Coronavirus Crisis.
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17
Apr
April 17, 2020
Thank you to all who registered and to those who participated in our Town-Hall Live Webinar on April 15. If you missed the live webinar or would like to watch it again, here’s the replay.
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16
Apr
April 16, 2020
Is your family trust aligned with your goals for your family? As federal exemptions change, so do the benefits. Financial advisor Wendy Blair shares some important things to consider.
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15
Apr
April 15, 2020
Should you rebalance your portfolio right now? Chief Investment Officer Phil Huber offers his insight in this article on Citywire, a publisher of news and insight for professional advisers and investors around the world.
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14
Apr
April 14, 2020
New COVID-19 cases have showed signs of initial peaks in some developed nations supporting recent stability in equity and credit markets. Discover more in our weekly Guide to the Coronavirus Crisis.
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14
Apr
April 14, 2020
Are you mourning and longing for life “pre COVID-19”? We certainly can’t control the current crisis, but we can help ourselves and those around us to move through the stages of grief. Savant’s Chief Communications and Culture Officer LaVonne Brown provides some perspective.
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14
Apr
April 14, 2020
If you’re thinking about reducing your exposure to stocks during a bear market, here are four questions to consider from financial advisor Brent Lindell.
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14
Apr
April 14, 2020
Yes, the ride is bumpy and we’re experiencing turbulence. But fasten your seatbelt and trust your pilot. If your flight plan is solid, you’ll still arrive safely at your destination. Chief Strategy and Innovation Officer Rob Morrison shares lessons we can learn from recent adversity.
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09
Apr
April 09, 2020
As a Savant client or friend, you’re invited to join an exclusive live webinar with Randal Quarles of the Federal Reserve Board about the COVID-19 crisis and its effect on markets, the economy, and business. UPDATE: This live event is over but you can access the “Navigating COVID-19: The Federal Reserve, Macroeconomic Forces, and Your Business” recording and presentation slides.
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