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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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26
Q2 2017 Market Update Webinar
Derek Carter, a member of Savant's investment committee and lead research analyst, shares a review of markets during the second quarter of 2017.

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Posted in: Videos
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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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12
Monthly Market Update - May 2017
Global stocks climbed 2.0% in May after the release of strong economic data worldwide. U.S. stock markets trailed ever so slightly with the S&P 500 Index returning 1.4%. Following a modest month in April, the S&P 500 is up 8.7% year‐to‐date as signs of a stronger economy and low unemployment persist.

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Posted in: Market Commentary
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22
Monthly Market Update - April 2017
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.

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Posted in: Market Commentary
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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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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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02
Avoid Losing the Investment Game
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.

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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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