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07
Market Update – May 2018

Global stocks eked out a gain of 0.4% in May, with U.S. stocks pulling all of the weight. U.S. small stocks were the top performer – gaining 6.1%! Results were mixed among bonds, but U.S. bonds managed marginal, positive returns. Despite continued global growth, stock and bond markets have had trouble gaining traction in 2018, resulting in mostly flat returns. 

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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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15
Timeless Maxims

Savant started managing money in April of 1993. The then, far-fetched concept of managing investments in a disciplined, evidence-based, fee-only, fiduciary way was unique and, frankly, on the fringes. At the time, index funds represented less than one percent of all mutual fund assets and ETFs were in their infancy. Asset allocation and broad global diversification were ivory tower academic concepts that retail investors did not understand and mostly ignored.

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14
Market Update – April 2018

Global stocks finished the month up 0.9% with international large value stocks leading markets, up 3.1%. One market segment that experienced weakness last month was emerging markets, down 0.4%. Global bonds generally produced slightly negative returns, as yields rose. Increased market volatility in 2018 has resulted in low or negative returns for most stock and bond markets year-to-date.  

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11
Market Update – March 2018

Global stocks (-1.9%) finished the month down amidst rising geopolitical tensions and fears over a trade war. The S&P 500 (-2.5%) struggled while small and small value stocks had positive returns in March, up 1.3% and 1.4%, respectively. International stocks fell across the board. Bonds produced low stable returns - led by international bonds, up 1.4%. Also, the Federal Reserve raised interest rates for the first time in 2018.

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Market Update, Market Commentary, tariffs
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12
The Return of Volatility

February saw the return of volatility in stocks after an unusually calm 2017. Global stocks had their worst month since January 2016, the S&P 500 experienced its worst single trading day since 2011, and the VIX hit its highest levels since August 2015. Although these events made plenty of headlines, what they actually mean for the portfolios of long‐term investors did not get as much attention. 

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Market Update, Investment research, volatility, market commentary
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12
Market Update – February 2018

Global stocks (-4.2%) recorded their first month of losses in over a year. U.S. and international stocks were down across the board with U.S. large value stocks (-5.0%) the worst performing of the group. February also saw Jerome Powell sworn in as Chairman of the Federal Reserve replacing outgoing Chairwoman Janet Yellen. Solid economic data and a slight uptick in inflation measures keeps the Fed on pace for 3 to 4 rate increases in 2018.

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Market Update, Market Commentary
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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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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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