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21
SAVANTalk - Summer 2019
This issue includes:  Market Indexes and How They Affect You Lessons in International Small Cap Mid-Year 2019 Progress Report Top 5 T...

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30
SAVANTalk - Spring 2019

Just as a knowledgeable tour guide can make a trip less stressful and ensure you don’t miss the important sights, an independent and objective financial advisor can help assure your investments are well balanced, diversified, tax-efficient, cost-efficient, and avoid unnecessary risk while you’re on the road to your ideal future. This issue of SAVANTalk is dedicated to that journey.

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24
SAVANTalk - Winter 2019
This quarter's newsletter includes: What Happened in 2018? 2018: A Rough Transition for Investors Market Outlook: Focus on the Fundament...

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20
SAVANTalk - Fall 2018

This quarter's newsletter includes: Identity Theft Prevention, There is No Free Lunch but Diversification Provides a Cheap One
Mutual Funds & ETFs: Which Vehicle Should You Use?, Introducing Our Women's Wealth Initiative, 3rd Quarter Returns

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06
SAVANTalk - Summer 2018

2018 Mid-Year Update: Volatile Returns   |  Top 7 Ways to Prepare for the New Tax Law   |   Assessing and Triaging Your Financial Health
   |   Which Lens Would You Choose?   |   2nd Quarter Returns 

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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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03
SAVANTalk - Q3 2017

This quarter's newsletter includes: Giving Back, Grateful for our Veterans: A Day on The Badger Honor Flight, The World of Bitcoins and Other Cryptocurrencies, and  History in the Making: Social Security Then and Now.

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philanthropy, cryptocurrency, social security
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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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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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21
SAVANTalk - Q4 2016
This quarter's newsletter includes: Revue! Major Events of the Year, What We All Thought Would Happen Didn't, 2017 & Beyond, New Year, New You! Ways to Make Financial Wellbeing a Priority in 2017

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