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12
Monthly Market Update - July 2016
.S. markets rallied to new highs during July. The S&P 500 climbed 3.7% and U.S. small stocks surged 6.0%. International stocks had a great month, with developed international large stocks returning 5.1% and international small stocks up 6.1%. Emerging markets returned 5.0%. Bond returns were modest as the 10‐year Treasury yield remained stable, but TIPS returned 0.9%. REITs had another great month, up 4.6%, and commodities fell 5.1% primarily due to lower energy costs.

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Posted in: Market Commentary
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11
Strategies for Successful Transition of Privately Held Family Business
The statistics are staggering: There are 17 million family businesses in the United States, representing 64 percent of the U.S. gross domestic product. However, less than a third of those family businesses survive into the second generation, and only 12 percent continue to be family controlled in the third one. This occurs despite estimates that family businesses are more successful than nonfamily businesses, earning on average a 6.65 percent higher return on assets. So, what is the best advice for family-business succession planning?

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05
If Portfolios Could Vote

This year’s election is shaping up to be one for the history books. Ever-changing social and economic issues, unconventional candidates, and citizens irritated by uncooperative politicians are all contributing to this hotly contested and widely covered election season. While the media blasts new headlines on a daily basis, investors are left wondering, “What does this mean for my portfolio?!” Following the evidence, we will take a closer look into whether either political party fosters a better climate for financial markets.

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23
Q2 2016 Market Update Webinar
Jacob Davenport, a member of Savant's investment research team, shares a review of markets during the second quarter of 2016.

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Posted in: Videos
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13
Monthly Market Update - June 2016
Markets were tested by the UK’s vote to leave the EU but swiftly recovered most of their losses before the month ended. The S&P 500 was near flat with a return of 0.3%. International developed market stocks were hit hardest by the Brexit with losses across the board, but emerging markets gained 4.0%. Bond returns were very strong as yields declined substantially. REITs, commodities, and managed futures also had healthy returns in the 3‐5% range.

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09
Retirement Planning is Important for All Ages
There are three phases of retirement planning: Accumulation, Planning and Accumulation, and Decumulation. These phases are illustrated in the graph below.

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12
If you have had different jobs in the past, you might have a number of retirement accounts. If this makes your retirement picture seem complicated, you may want to consider a rollover of your other retirement accounts into your current Plan’s account. Consolidating your employer-sponsored accounts gets you...

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03
Cybercrime: How to Protect Yourself
We’re Here to Help: Data security, cybercrime, and identity theft are growing concerns for all of us. Team Savant is dedicated to helping ensure your information is safe and secure. If you ever have security-related concerns, please do not hesitate to call us. We will work closely with you to ensure a rapid and personal response to your concerns. If you are the victim of fraud or identity theft, please contact your Savant advisor or client services representative immediately.

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03
Common Clients Questions
The short answer is the economic data does not reflect a pending recession. The main driver of the U.S. economy is consumer spending, which accounts for nearly 70% of our nation’s gross domestic product (GDP) – the official measure of our economy. Being that we are not highly dependent on other countries for our economic growth, the lackluster growth outside the U.S. has limited impact. Some of the factors that influence our consumer spending include jobs/wages,
housing, and household wealth.

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18
Q1 2016 Market Update Webinar
Eamon Verdone, a member of Savant's investment research team, shares a review of markets during the first quarter of 2016.

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Posted in: Videos
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