Search

X
19
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. 

[Read the rest of this article...]

Posted in: White Paper
Actions: E-mail | Permalink |
07
Brexit: Then, Now, and What’s to Come

On June 23, 2016 British voters stunned politicians and investors alike by choosing to leave the European Union (EU). The narrow victory hammered stocks around the globe as the S&P 500 dropped 5.3% and the FTSE 100, measuring U.K. stocks, plunged 5.6% over their next two trading sessions. Legislators and economists, among other influencers, insisted that Brexit may be the wrench in the synchronized global growth story. So with the benefit of watching this story play out for almost two years, what do we know now and what can we expect? 

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
07
Market Update – May 2018

Global stocks eked out a gain of 0.4% in May, with U.S. stocks pulling all of the weight. U.S. small stocks were the top performer – gaining 6.1%! Results were mixed among bonds, but U.S. bonds managed marginal, positive returns. Despite continued global growth, stock and bond markets have had trouble gaining traction in 2018, resulting in mostly flat returns. 

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
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 

[Read the rest of this article...]

Posted in: Newsletter
Actions: E-mail | Permalink |
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.

[Read the rest of this article...]

Posted in: Article
Actions: E-mail | Permalink |
16
When Rates Go Up, Do Stocks Go Down?

Should stock investors worry about changes in interest rates? 

[Read the rest of this article...]

Posted in: Article
Actions: E-mail | Permalink |
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.

[Read the rest of this article...]

Posted in: Article
Actions: E-mail | Permalink |
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! 

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
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.  

[Read the rest of this article...]

Posted in: Market Commentary
Actions: E-mail | Permalink |
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.

[Read the rest of this article...]

Market Commentary, tariffs, imports, government
Posted in: Market Commentary
Actions: E-mail | Permalink |
Page 1 of 20First   Previous   [1]  2  3  4  5  6  7  8  9  10  Next   Last