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10
How Hardship Withdrawals and Loans Affect Retirement Savings
Millions of Americans face financial hardship every year. Far too many immediately turn to their 401(k) plan to fix their problems. No matter how huge today’s problems may seem, drawing from your 401(k) plan will almost always create even larger problems in the years to come.

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20
Determining the Cost of Your Retirement Vision
Every retirement vision requires planning and, even if yours may not be clear yet, you can take steps to prepare for it today.

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25
Estate Planning: Brush Up On The Basics
Fall not only marks the start of cool weather and the changing color of leaves, but it is also a good time to revisit and evaluate your estate plan. By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.

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25
The Next Frontier - Investing in Frontier Markets
Just as promises of gold drew prospectors of the 1800s westward, the potential for higher expected returns attracts investors to the frontier markets. While the challenges differ, investors on this frontier should not brush aside the lack of liquidity or region concentration. With this in mind, utilizing a strategy that dampens the costs and risks while providing an exposure to fast-growing frontier markets (“the new emerging markets”) could provide an allocation to frontier markets that can be markedly beneficial to a diversified portfolio.

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17
Estate Planning: The Basics
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are.

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14
Q3 2016 Market Update Webinar
Brad Stewart, a member of Savant's investment research team, shares a review of markets during the third quarter of 2016.

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13
Monthly Market Update - August 2016
U.S. markets continued to post positive returns in August. The S&P 500 moved up just 0.1%, but U.S. large value stocks gained 0.7% and U.S. small stocks rose 1.8%. International large value stocks had a strong return of 1.6% while international small stocks struggled this month, losing 0.5%. Emerging markets were the top performing asset class, posting a 2.5% gain. Bond returns were down this month as the 10‐year Treasury yield rose slightly. Alternatives experienced modest declines for the month.

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09
Roth 401(k) Vs. Traditional 401(k)
You’ve likely heard of the Roth version of your 401(k), but how do you choose whether to put your 401(k) money in a Roth account or a Traditional account?

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19
Going for Gold: A Mid-Year Update
More than 10,000 athletes from 186 countries will battle for their respective medals. In exciting news for many sports enthusiasts, Rio 2016 is bringing back rugby and golf, which haven’t been seen in the summer games since the early 1900s. The stark contrast between these two sports exemplifies investors’ experiences with the markets in the first half of 2016. The first quarter was a bit like rugby – the market was thrown to the ground with a rough start to the year. It may have felt like your portfolio was being tackled, but by the end of the first quarter the market almost fully recovered. The second quarter was a bit more like the quiet game of golf – much more calm with the drama saved until the end with the Brexit decision in the UK jolting markets just before the quarter-end. Despite that volatility, markets bounced back in the final days of the quarter. As you can see in the illustration below, diversifiers such as alternatives helped to smooth out some of the volatility and boost portfolio returns. With the exception of international stock markets, most markets ended the quarter in positive territory.

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19
5 Strategies for a Winning Retirement Plan
You’ve worked hard and saved for the future. Now that retirement is right around the corner, spend time thinking about what you want your ideal future to look like. What are your values, priorities, and goals? Perhaps you want to travel the globe or buy a second home. Maybe you would like to fund higher education for your family’s next generation or make sure to leave a legacy for multiple generations. We believe individuals who formalize and document what’s important to them have a significantly higher likelihood of reaching their goals. Research demonstrates that what gets measured gets done.

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