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04
History in the Making: Social Security Then and Now

Social Security had its start prior to August 14, 1935 when President Roosevelt signed The Social Security Act. Although it was not called Social Security at the time, Civil War Pensions were America’s first Social Security program. Over 600,000 soldiers died in the American Civil War, leaving behind hundreds of thousands of widows, orphans, and disabled veterans. The survivors were left in a world that was not well prepared to accommodate such transition.

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Social Security, pensions, taxable wages, retirement
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04
Giving Back

Whether you want to support the relief and recovery efforts for the victims of the recent hurricanes or support your favorite qualified charity, two lesser-known charitable giving strategies can also serve to reduce your tax liability

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charitable giving
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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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18
Monthly Market Update - September 2017

Global stocks climbed 2.1% higher during September despite anxiety over the political climate in Europe and rising tensions between the U.S. and North Korea. U.S. stocks had a steady month, with the S&P 500 Index returning 2.1%, putting the S&P 500 up 14.2% year‐to‐date as markets continue to post record highs.

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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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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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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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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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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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