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19
The Weather Has No Memory

The recent threat of Hurricanes Lane (Hawaiian islands) and Florence (East Coast) brings to mind the devastating hurricane season of 2017. It also brings up questions such as, “Does last year’s active hurricane season demonstrate an increasing trend of landfalling hurricanes? Does it make it more likely this year will be an active season?” Historical weather data illustrates the answer to both is “no.” 

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Posted in: Market Commentary
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19
Market Update - August 2018

Headlines during August were focused on U.S. trade talks. Stock market returns were bifurcated as U.S. stocks rose and international stocks fell. Although not a big factor last month, international stock returns for U.S. investors in 2018 have been negatively impacted by the strengthening U.S. dollar, especially in emerging markets. Bond returns were positive in the U.S. and slightly negative for international bonds. Global REITs, managed futures, and reinsurance each rose in August, while commodities dipped into negative territory. 

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Posted in: Market Commentary
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10
The Big Mac and the Power of Your Dollar

Foreign exchange rates often go unnoticed in day-to-day life, but they can play a sizable role in decision making at central banks around the globe and influence choices in large corporations, as well as impacting the returns on your investments. The Big Mac Index was developed by The Economist in 1986 as a simple methodology to value currencies around the world. This beginner's guide to currency valuation is actually based on the theory of purchasing-power parity.... 

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Posted in: Market Commentary
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10
Market Update - July 2018

Global stocks charged ahead gaining 2.8% in July as all stock asset classes posted gains. U.S. large value stocks led the way with a 4.2% gain. Despite a positive month across the board, international stocks remain in the red year-to-date. Bonds were essentially flat during July, although inflation-protected bonds fell 0.5% in response to changes in inflationary pressures. 

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08
The Zero-Cost Collar: A Strategy to Limit Your Losses…and Gains

As bull markets age and continue to hit record highs, it is human nature to look for a strategy to try to protect your investment portfolio from losses. A zero-cost collar is an option-based strategy some investors employ when looking at ways to possibly “insure” their stock portfolio against losses.

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06
Which Lens Would You Choose?

Just as one would choose from different camera lenses to add to a camera body, Savant offers two additional “lenses” or ways for investors to view and implement a portfolio with a focus on different sets of values.

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06
Assessing and Triaging Your Financial Health

Building your ideal future requires you to maintain financial health. Likewise, to assure your physical health is optimal, it is wise to get an annual physical from your family doctor. 

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06
SAVANTalk - Summer 2018

2018 Mid-Year Update: Volatile Returns   |  Top 7 Ways to Prepare for the New Tax Law   |   Assessing and Triaging Your Financial Health
   |   Which Lens Would You Choose?   |   2nd Quarter Returns 

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Posted in: Newsletter
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03
Top 7 Ways to Prepare for the New Tax Law

What have we learned since major tax reform was enacted in late 2017? One thing is for sure: the learning has just begun! Tax practitioners and planners across the nation are working with the IRS on obtaining further guidance and clarity on the complex changes embedded within the legislation.

Even though the law is new and big changes were implemented, there are proactive steps you can take now to prepare for the changes (which, for the most part, were effective January 1, 2018). 

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03
2018 Mid-Year Update: Volatile Returns

So far, 2018 has been a year of ups and downs. Financial markets started the year off at a blistering pace with the S&P 500 and global stocks (MSCI All Country World Index) up 5.7% and 5.4%, respectively, in the month of January. However, in February we experienced the largest market correction in two years as the S&P 500 dropped 10.1% from its market highs. Since then, markets have struggled to regain the momentum shown towards the end of 2016 and all of 2017 as fears of trade wars and tariffs hampered returns. U.S. small cap is the top asset class year-to-date, while managed futures and most value stocks are struggling in negative territory (see value stocks discussion). Despite markets not finding themselves far from where they started the year, there still remains optimism for the U.S. economy which is firing on all cylinders.

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