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Entries for 'Savant Capital'

10
SAVANTalk - Q2 2017
This quarter's newsletter includes: Mid-Year Update 2017: A Q&A Approach, Protecting the Downside, The Rise of Passive Investing, Back to College Financial Planning Tips.

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Posted in: Newsletter
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24
Monthly Market Update - June 2017
Global stocks had modest gains for the month of June, up 0.6%. The stock leader for the month was U.S. small cap, which rose 3.5%. Bonds had mostly negative returns for the month as a result of the slight increase in yields. Alternative asset classes had mixed results.

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Posted in: Market Commentary
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21
Partnering to Create Your Ideal Future

These are just a few of the nagging questions that often keep advisors awake at night – questions that are the impetus behind and focus of this paper. Because when all is said and done, your happiness and your success are inextricably linked to achieving your Ideal Future.


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Posted in: White Paper
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02
SAVANTalk - Q1 2017
This quarter's newsletter includes: As the World Turns, So Does Everything Else, Avoid Losing the Investment Game, Money Beyond.

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Posted in: Newsletter
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02
Money Beyond You
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?

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01
As the World Turns, So Does Everything Else
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.

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Posted in: Article
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03
Savant Advantage - What Is Your Ideal Future?

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.

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Posted in: Brochure
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03
The Ideal Futures Portfolio

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.

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Posted in: Brochure
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31
The Building Ideal Futures Process

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

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Posted in: Brochure
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31
A Roadmap to Your Ideal Future
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.

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Posted in: Brochure
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