July 08, 2020
Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.
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08
Jul
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
Jul
July 02, 2020
We invite you to register for our Mid-Year Market Update Live Webinar on Tuesday, July 14, 2020 at 1:00 PM CDT.
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01
Jul
July 01, 2020
Our old friend, Volatility is back. Just as many people were starting to think markets only move in one direction, the pendulum has swung the other way.
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29
Jun
June 29, 2020
Stocks paused their rally last week amid a surge in COVID-19 cases, but diversifying alternatives such as trend following and reinsurance contributed positively. Learn more in our updated chart pack.
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26
Jun
June 26, 2020
Savant’s CEO Brent Brodeski believes the pandemic will create ways for us to improve our lives and emerge stronger and better.
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26
Jun
June 26, 2020
The Coronavirus is affecting many areas of our lives – even when it comes to preparing for, transitioning into, or living in retirement. What’s the new retirement reality post COVID? On June 24, we answered your questions in an interactive Q&A webinar.
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26
Jun
June 26, 2020
Provisions in the SECURE Act may affect your estate plan. Dominick Parillo, Savant’s Director of Wealth Transfer, takes a closer look at the specifics regarding inherited IRA accounts.
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26
Jun
June 26, 2020
You may be surprised that many women don’t have adequate disability coverage. Janet Petran talks about why disability coverage is especially important for women.
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22
Jun
June 22, 2020
Our updated chart pack takes a look at the ever-changing COVID case growth in the U.S., the reaction of capital markets, and how changing valuations (among stocks and bonds) may impact future returns.
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15
Jun
June 15, 2020
Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Risk assets sold off last week as news spread that the U.S. may be experiencing the dreaded second wave of COVID-19 cases. Our updated guide looks into the increase in cases along with how markets reacted.
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11
Jun
June 11, 2020
The New Retirement Reality Post COVID Live Webinar & Interactive Q&A Discussion will be held on Wednesday, June 24, 2020 at 1:00 PM CDT. Can not attend? Sign up anyway, and a link to the recorded presentation will be sent to all who register.
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09
Jun
June 09, 2020
Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Returns to the U.S. Value and Size factors ripped higher as investors bet on a successful reopening and, currently, U.S. Large Cap stocks have posted positive year to date returns!
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05
Jun
June 05, 2020
Receiving an extra three months to file your tax return can seem like an unexpected gift. But we’re creatures of habit, so pay close attention to the dates because many of the deadlines are significantly different from prior years. Alexander Strauss provides an overview of the postponed tax deadlines and answers related tax questions.
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03
Jun
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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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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