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Entries for July 2018

12
Approaching Zero Taxes

Sir John Templeton once said, “For all long‐term investors, there is only one objective – maximum total return after taxes.” We could not agree more with this statement. Traditionally, the investment industry has focused on measures of risk and return while ignoring the tax implications of investing processes. In an effort to address this shortcoming, Savant continuously emphasizes tax-efficient investment strategies.

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Posted in: Market Commentary
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12
Market Update – June 2018

June was a month with mixed results for stocks as international stocks were down across the board while U.S. stocks were positive. Emerging markets continued their 2018 struggles, down 4.2% in the month. On the other side, U.S. small value stocks were the top performer – gaining 0.8%. Results were slightly positive among bonds, with short- and intermediate-term bonds essentially flat while international bonds posted a gain of 0.5% for the month.  

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Posted in: Market Commentary
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