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28
Monthly Market Update - October 2017

Global stocks continued their upward trend, rising 2.0% in October. Strength from emerging markets (up 3.5%) continued pushing the overall segment higher. Year-to-date, international stocks in aggregate led U.S. stocks. International bonds had a favorable return of 0.8%, while U.S. bonds remained flat. Global REITs pulled back during the month, while commodities, managed futures, and reinsurance each posted positive results.

Sustainable investing, also known as Environmental, Social and Governance, or ESG, generally focuses on those three areas to make an impact. As of year-end 2016, approximately $23 trillion of global assets, or just over 25% of total managed assets, were being professionally managed with a sustainability-themed mandate.

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Market Update, Federal Reserve, Quantitative Easing, sustainable investing, ESG
Posted in: Market Commentary
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17
Q3 2017 Market Update Webinar

Jonathan Fuller, an investment research analyst in Savant’s Rockford, IL, office and a member of the Investment Team, shares a review of markets during the third quarter of 2017.

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Posted in: Videos
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10
Financial Rubbernecking

Ever wonder how your finances stack up against others? Are you accumulating assets faster than your peers? How does your income compare to people with similar backgrounds? Many of us enjoy a little financial rubbernecking – luckily the Federal Reserve collects the data for us every three years in their Survey of Consumer Finances.

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average net worth, family net worth, retirement savings, maintain wealth
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04
The World of Bitcoins and Other Cryptocurrencies

Thus far in 2017, cryptocurrencies have become the hot, new investment. At last count, there are 1,205 known cryptocurrencies in existence with a total market cap of approximately $172,000,000,000 – slightly larger than PepsiCo and slightly smaller than General Electric. The five most popular currencies – Bitcoin, Ethereum, Bitcoin Cash, Ripple, and Litecoin – make up just over 80% of the total cryptocurrency market. Still less than a decade old, Bitcoin is on of the oldest cryptocurrencies available.

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bitcoin, investments, Cryptocurrencies, currency
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04
History in the Making: Social Security Then and Now

Social Security had its start prior to August 14, 1935 when President Roosevelt signed The Social Security Act. Although it was not called Social Security at the time, Civil War Pensions were America’s first Social Security program. Over 600,000 soldiers died in the American Civil War, leaving behind hundreds of thousands of widows, orphans, and disabled veterans. The survivors were left in a world that was not well prepared to accommodate such transition.

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Social Security, pensions, taxable wages, retirement
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04
Giving Back

Whether you want to support the relief and recovery efforts for the victims of the recent hurricanes or support your favorite qualified charity, two lesser-known charitable giving strategies can also serve to reduce your tax liability

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charitable giving
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03
SAVANTalk - Q3 2017

This quarter's newsletter includes: Giving Back, Grateful for our Veterans: A Day on The Badger Honor Flight, The World of Bitcoins and Other Cryptocurrencies, and  History in the Making: Social Security Then and Now.

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philanthropy, cryptocurrency, social security
Posted in: Newsletter
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18
Monthly Market Update - September 2017

Global stocks climbed 2.1% higher during September despite anxiety over the political climate in Europe and rising tensions between the U.S. and North Korea. U.S. stocks had a steady month, with the S&P 500 Index returning 2.1%, putting the S&P 500 up 14.2% year‐to‐date as markets continue to post record highs.

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Posted in: Market Commentary
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12
Monthly Market Update - August 2017
Global stocks slowed during the month of August, returning a modest 0.4%. Emerging market stocks led the charge with a 2.2% return – pushing their year-to-date return to 28.3%. Bonds had modest positive returns for the month as yields fell. Furthermore, commodities and reinsurance posted positive gains for the month.

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Posted in: Market Commentary
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10
SAVANTalk - Q2 2017
This quarter's newsletter includes: Mid-Year Update 2017: A Q&A Approach, Protecting the Downside, The Rise of Passive Investing, Back to College Financial Planning Tips.

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Posted in: Newsletter
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