06 Aug
August 06, 2013

Q: My wife and I hired Savant to monitor our investments and help avoid drops in value. Given recent events, we are concerned about the lack of recommendations to improve performance of the portfolio.Why hasn’t Savant made adjustments to my account to take advantage of changes in the market?

A:We get asked similar questions by many people. We have seen an increase lately in the number of questions from clients regarding the markets and what Savant is doing in

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23 Jul
July 23, 2013

October 10th is my wife’s birthday. One birthday in particular will always stand out in my mind: October 10th, 2007. You see, this was the day the stock market took an extreme plunge, leading us into the dark period of ’07-’09. At the end of that very long day, I waited in line at a flower shop to get my wife a bouquet of flowers. I can still recall the question I was asking myself (in somewhat of a

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17 Jun
June 17, 2013

The times they are a-changin’, and the world of financial advice is no different. Following in the footsteps of banking and do-it-yourself stock trading, there is an emerging trend toward wealth management firms serving clients with the aid of web technology.

It’s Becoming a Virtual World

Do you manage your checking account online, use web-based bill pay services, or shop for insurance on the internet? Most people do now. According to the Federal Reserve, over 60% of families used the internet to

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18 Apr
April 18, 2013

We are pleased to present a guest blog from Ross Polking, CFP®, AIF®, MBA. Ross is an advisor with Foster Group, a Zero Alpha Group (ZAG) partner firm with offices in Iowa and Nebraska. For more information about ZAG, visit www.zeroalphagroup.com

Apologies to those amongst the readership who still have an affinity to Beanie Babies and the phenomenon that was. This current Bitcoin circus has been likened to the little stuffed dolls of yore . . . and not necessarily

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15 Apr
April 15, 2013

Investment companies, brokers, and even financial advisors have pioneered clever ways to make themselves look far better than they actually are. Recently, in an article in the Journal of Financial Planning, a financial advisor laid out some of the most deceptive practices that he’s run across–practices which, to the untrained eye, can make an ordinary investment company or advice-giver look like a genius.

Such as? Suppose an advisor says that he has the rare ability to hand-select terrific investment opportunities

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