Search

X

Savant in the News

Savant is fortunate to be consistently recognized as a top advisor by the national media and industry press. In addition, Savant regularly is quoted in local and regional press for their industry-wide expertise.

22 May
Investment Research / May 22, 2017 / Market Commentary
Global stocks climbed 1.6% higher during the month of April despite anxiety over the political climate in Europe and geopolitical concerns in emerging market countries, e.g. North Korea and Turkey. U.S. stock markets had a slightly softer month, with the S&P 500 Index returning 1.0%. Despite a modest April, the S&P 500 is up 7.2% year‐to‐date as signs of a possible tax overhaul later this year begin to take shape....
Read More
02 May
Savant Capital / May 2, 2017 / Newsletter
This quarter's newsletter includes: As the World Turns, So Does Everything Else, Avoid Losing the Investment Game, Money Beyond....
Read More
02 May
Savant Capital / May 2, 2017 / Article
As a wealth management firm, a great deal of our focus is on helping clients build wealth through the financial markets. But what do clients do with that wealth?...
Read More
02 May
Investment Research / May 2, 2017 / Article
Dr. Simon Ramo of TRW, Inc. (now a part of Northrop Grumman) identified the difference between a winner’s game and a loser’s game in his book, Extraordinary Tennis for the Ordinary Tennis Player (pub. 1977). Dr. Ramo summed it up this way: professionals win points; amateurs lose points. The extraordinary tennis players rarely make mistakes, called “unforced errors.” When a superior tennis player is competing against an average opponent, the superior player wins—but not due primarily to making winning shots. Rather, the average player loses by committing unforced errors; that is, hitting the ball into the net or out of bounds, or committing a double fault on the serve. In amateur tennis, the final outcome is determined by the activities of the loser, who defeats her/himself....
Read More
01 May
Savant Capital / May 1, 2017 / Article
Close your eyes for a second and take yourself back 10, 20, or 30 years – what did life look like back then? Did you have any idea where life would take you? Did you end up where you thought you would be? For most of us the answer is no, and this is not necessarily a bad thing! Change is one of the only constants in this world and it also applies to financial markets and investments. For example, if you had opened an investment account 20 years ago, your choices for investment would have probably been limited to stocks, bonds, or cash....
Read More
03 Apr
Savant Capital / April 3, 2017 / Brochure
With an effective vision, strategies, structures, plan, and disciplined implementation, you and your loved ones can benefit from simplicity, confidence, and the peace of mind that results from knowing your assets are closely aligned with your values and goals. While no advisor can guarantee your success, Savant’s unique value proposition, robust capabilities, highly experienced investment, financial planning, and tax team, and our commitment to your success increase the chance that, together, we can build your ideal future....
Read More
03 Apr
Savant Capital / April 3, 2017 / Brochure

Our proprietary portfolio methodology was developed with the evidence-based approach in mind. In the PDF attached you will find a four step process with multiple layers that will help you build a better portfolio. This is a key tool embedded within The Building Ideal Futures ProcessSM.

...
Read More
31 Mar
Savant Capital / March 31, 2017 / Brochure

Our Building Ideal Futures ProcessSM starts with determining what is important to you and analyzing your current plan and portfolio. Our team then proposes optimal strategies and structures. Of course, a plan will not work if you do not follow through. Thus, the fourth stage helps implement your plan in a focused, efficient and accountable manner. Finally, our team continually reviews and measures your progress to ensure your plan remains aligned and updated to leverage all available strategies

...
Read More
31 Mar
Savant Capital / March 31, 2017 / Brochure
Getting to your destination requires planning, focus, coordination, and the ability and willingness to adapt as you encounter challenges along the way. Your first step is to determine what type of future you desire—where do you really want to go? From there Savant can serve as your financial guide by helping you identify your starting point, where you are heading, and the best route. We want to help you navigate to your ideal future. We want to help you navigate....
Read More
22 Mar
Investment Research / March 22, 2017 / White Paper

For much of history, limousines were accessible only to the wealthy, the powerful, or those who had the occasion to splurge. Most people found limousines unaffordable and impractical, and opted to use their own car or traditional public transportation. After all, they still were able to get to the same place in the end. Along came Uber in 2009 and made limousine-type service accessible, practical, and often beneficial for the mainstream. Similarly, investing in alternative asset classes (e.g. real estate, commodities, and private placements) has been common practice among large institutions and the ultra-wealthy for decades. However, in the last ten years alternative investments have become increasingly available in investment vehicles that are more suitable for mainstream investors (e.g. mutual funds and exchange-traded funds). The result of this industry shift is that mainstream investors are now able to further diversify their investment portfolios with asset classes that act differently than stocks and bonds. It should be noted that alternatives are complex, and it is paramount that sound due diligence be conducted prior to implementing any alternative investment strategy.


Savant’s due diligence process has narrowed the focus to
alternative asset classes that exhibit qualities we highly value:
cost-effective implementation, robust asset class data, and
transparency, among others. We believe that combining a modest
allocation to several alternative strategies with a traditional
portfolio of stocks and bonds has the potential to reduce portfolio
risk and enhance long-term returns. This paper is designed to
provide background, perspective, and a thoughtful outlook on
the topic of alternative investing.

...
Read More
Page 1 of 17First   Previous   [1]  2  3  4  5  6  7  8  9  10  Next   Last