Brent R. Brodeski, MBA, CPA, CFP®, CFA®, AIFA®, Author at Savant Capital Blog

06 Jun

June 06, 2017

Brent R. Brodeski, MBA, CPA, CFP®, CFA®, AIFA® /

Fiduciary: a legal term that has always been near and dear to us at Savant, a word that has long been toxic to brokerages and traditional investment firms, and a concept generally not understood by consumers at large.

In layman’s terms, a fiduciary is someone who is legally and morally bound to stand in your shoes, look through your eyes, and advise you and your family on important financial decisions in the same way he would make them for himself or

17 Feb

Avoiding the Pain

February 17, 2016

Brent R. Brodeski, MBA, CPA, CFP®, CFA®, AIFA® /

Financial Planning, Investments

There’s no question that we experience emotional pain and anxiety when our portfolios are losing money due to market downturns. Behavioral scientists tell us that we feel losses twice as keenly as positive returns.

But that doesn’t tell us what we really want to know, which is: other than selling at the wrong time and locking in losses, how do we make these downturns less painful?

Economist Richard Thaler conducted a stock market experiment that offers

06 Jan

Partnering with a Community Foundation

January 06, 2016

Brent R. Brodeski, MBA, CPA, CFP®, CFA®, AIFA® /

Charitable Giving

Community foundations across the country are working hard to improve their local communities, but many people are not aware of how they work or the benefits of partnering with them. Here’s an example of how Savant partnered with the Community Foundation of Northern Illinois (CFNIL) in a guest blog from their president, Jon Bates.

Jon Bates, CFNIL President

In November, Savant Capital Management received the 2015 Best-in-Business IMPACT AwardTM, part of Schwab’s annual IMPACT Awards® program which recognizes excellence in

Community Foundation of Northern Illinois, Jon Bates, President

24 Aug

How to Read the Panicky Market

August 24, 2015

Brent R. Brodeski, MBA, CPA, CFP®, CFA®, AIFA® /

Asset Allocation, Asset Protection, Investments

Some of the most entertaining times to be a long-term investor are those periods when short-term investors are looking over their shoulders for an excuse to sell. They’re convinced that the market is going to go down before they can get out, and so they jump on any bad news that comes across their computer screens.

Friday was a marvelous time to see this in action. With all the economic drama playing out in the world, there were plenty of opportunities

18 Sep

The Market is at All Time Highs! Should I Worry?

September 18, 2014

Brent R. Brodeski, MBA, CPA, CFP®, CFA®, AIFA® /

Financial Planning, Investments

Probably not! Or at least don’t worry about the market. Yes, I know the S&P 500 broke the 2000 level recently, and the Dow is back over 17,000. And, while the NASDAQ has not yet recovered back to highs set in 2000, it too is within striking distance of setting a new high in coming months.

The media certainly loves this stuff. Why is that? Easy…they need to write and sensationalize daily to keep your attention. The market setting a new

Apple, Brent Brodeski, CEOs, Dow, market, NASDAQm S&P, Savant, Savant Capital Management

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