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Entries for 'Savant Capital'

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. 

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Posted in: White Paper
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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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13
SAVANTalk - Winter 2018
This quarter's newsletter includes: 2018 Market Outlook, A Look Back at the Market's 2017 Run, Five Retirement Resolutions to Set in 2018, The Uncommon Average, and 4th quarter returns.

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Posted in: Newsletter
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13
Five Retirement Resolutions to Set in 2018 
One of the top concerns for Americans in their 60s is how to pay for retirement. To enter retirement with confidence, consider a plan that addresses these five key areas.

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12
2018 Outlook: Aging Like A Fine Wine

Reaping the benefits of the third longest U.S. expansion since 1945, investors have enjoyed very favorable market returns, low volatility, low inflation, and expanding household net worth.

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12
A Look Back at the Market's 2017 Run

2017 Presented Many Obstacles to Slalom Around and Moguls to Overcome

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12
The Uncommon Average
The U.S. stock market has delivered an average annual return of around 10% since 1926.1 But short-term results may vary, and in any given period stock...

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uncommon average, average annual return, stock return expectations
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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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