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18
SAVANTalk - Spring 2018

This quarter's newsletter includes:

  • Timeless Maxims
  • Begin Reconstructing Your Family Stories
  • When Rates Go Up, Do Stocks Go Down?
  • 1st quarter returns are available in the full newsletter 

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16
Begin Reconstructing Your Family Stories

Ready to start working on your family history? Guest author Annette Burke Lyttle of Heritage Detective offers strategies and tips to get started! From DNA tests to family trees, this fun article is your start to becoming a beginner genealogist.

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16
When Rates Go Up, Do Stocks Go Down?

Should stock investors worry about changes in interest rates? 

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15
Timeless Maxims

Savant started managing money in April of 1993. The then, far-fetched concept of managing investments in a disciplined, evidence-based, fee-only, fiduciary way was unique and, frankly, on the fringes. At the time, index funds represented less than one percent of all mutual fund assets and ETFs were in their infancy. Asset allocation and broad global diversification were ivory tower academic concepts that retail investors did not understand and mostly ignored.

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14
A Home Run for Corporate Earnings

Market returns during the first quarter of 2018 certainly didn’t reflect what has been happening with first-quarter corporate earnings in the U.S. which were out of the park! 

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Posted in: Market Commentary
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14
Market Update – April 2018

Global stocks finished the month up 0.9% with international large value stocks leading markets, up 3.1%. One market segment that experienced weakness last month was emerging markets, down 0.4%. Global bonds generally produced slightly negative returns, as yields rose. Increased market volatility in 2018 has resulted in low or negative returns for most stock and bond markets year-to-date.  

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Posted in: Market Commentary
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30
Approaching Zero Taxes

Our “Approaching Zero Taxes” white paper provides an approach to investing known as “tax-efficient investing.”  This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns. We can’t overstate the importance of after-tax returns. 

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12
Tariff Travails

On March 1, the United States announced tariffs would be imposed on imported steel and aluminum. Since then, new information has been released that ends weeks of speculation and uncertainty -- and minimizes the global impact of what first appeared to be sweeping tariffs.

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Market Commentary, tariffs, imports, government
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11
Market Update – March 2018

Global stocks (-1.9%) finished the month down amidst rising geopolitical tensions and fears over a trade war. The S&P 500 (-2.5%) struggled while small and small value stocks had positive returns in March, up 1.3% and 1.4%, respectively. International stocks fell across the board. Bonds produced low stable returns - led by international bonds, up 1.4%. Also, the Federal Reserve raised interest rates for the first time in 2018.

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Market Update, Market Commentary, tariffs
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12
The Return of Volatility

February saw the return of volatility in stocks after an unusually calm 2017. Global stocks had their worst month since January 2016, the S&P 500 experienced its worst single trading day since 2011, and the VIX hit its highest levels since August 2015. Although these events made plenty of headlines, what they actually mean for the portfolios of long‐term investors did not get as much attention. 

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Market Update, Investment research, volatility, market commentary
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