Search

X
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.

[Read the rest of this article...]

Posted in: Article
Actions: E-mail | Permalink |
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.

[Read the rest of this article...]

Posted in: Article
Actions: E-mail | Permalink |
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.

[Read the rest of this article...]

Posted in: Brochure
Actions: E-mail | Permalink |
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.

[Read the rest of this article...]

Posted in: Brochure
Actions: E-mail | Permalink |
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

[Read the rest of this article...]

Posted in: Brochure
Actions: E-mail | Permalink |
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.

[Read the rest of this article...]

Posted in: Brochure
Actions: E-mail | Permalink |
22
Alternative Investments: Building Better Portfolios One Asset Class at a Time

For much of history, limousines were accessible only to the wealthy, the powerful, or those who had the occasion to splurge. Most people found limousines unaffordable and impractical, and opted to use their own car or traditional public transportation. After all, they still were able to get to the same place in the end. Along came Uber in 2009 and made limousine-type service accessible, practical, and often beneficial for the mainstream. Similarly, investing in alternative asset classes (e.g. real estate, commodities, and private placements) has been common practice among large institutions and the ultra-wealthy for decades. However, in the last ten years alternative investments have become increasingly available in investment vehicles that are more suitable for mainstream investors (e.g. mutual funds and exchange-traded funds). The result of this industry shift is that mainstream investors are now able to further diversify their investment portfolios with asset classes that act differently than stocks and bonds. It should be noted that alternatives are complex, and it is paramount that sound due diligence be conducted prior to implementing any alternative investment strategy.


Savant’s due diligence process has narrowed the focus to
alternative asset classes that exhibit qualities we highly value:
cost-effective implementation, robust asset class data, and
transparency, among others. We believe that combining a modest
allocation to several alternative strategies with a traditional
portfolio of stocks and bonds has the potential to reduce portfolio
risk and enhance long-term returns. This paper is designed to
provide background, perspective, and a thoughtful outlook on
the topic of alternative investing.

[Read the rest of this article...]

Posted in: White Paper
Actions: E-mail | Permalink |
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

[Read the rest of this article...]

Posted in: Newsletter
Actions: E-mail | Permalink |
15
2017 and Beyond: A World of Possibilities
During the last quarter of 2016 one thing became undeniably clear - the scene is set for uncertainty in 2017. From an economic standpoint, times are good in the U.S. Unemployment is steady near pre-recession lows, wage growth is picking up, and inflation is getting close to the Fed’s 2% target. These positive trends are projected to continue into 2017, with expectations having been reinforced by the Fed’s recent rate hike and more aggressive stance on raising interest rates, announcing the projection for three interest rate increases in 2017.

[Read the rest of this article...]

Posted in: Article
Actions: E-mail | Permalink |
15
What We Thought Would Happen, Didn't
It’s human nature to form expectations on what will happen in the future. If we had polled a group of our clients or even a larger group of people, the general consensus would have likely included similar expectations to the ones mentioned in this article. We now know those expectations did not play out.

[Read the rest of this article...]

Posted in: Article
Actions: E-mail | Permalink |
Page 11 of 18First   Previous   6  7  8  9  10  [11]  12  13  14  15  Next   Last