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29
Which Comes First: Saving Money for Your Retirement? Or Your Kid's College?
When money is tight, you have to make choices. Which is why if you're putting money away into your child's college account while trying to also save u...

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Posted in: Article
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29
Building Better Portfolios Video Series
In this video series Gina Beall, lead investment research analyst at Savant, will explain the basic steps Savant uses to build better portfolios. The first video is an overview of the process, and the remaining five videos will explain each of the five components in more detail. Each month we will share the next video in the series.

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Posted in: Videos
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01
SAVANTalk - Q1 2014
Issue includes: Do Bonds Still Have A Role in Your Portfolio?; This Should Be on Everyone’s Financial Bucket List; Are You Being ‘Admitted’ to the Hospital, or Just ‘Observed’?; The Rule of 72; 401(k) ROTH Account Q&A

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Posted in: Newsletter
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11
Do Bonds Still Have a Role in Your Portfolio?
Some may be wondering if bonds still have a role in their portfolios due to the concern of rising interest rates.  This excerpt from Savant’s first-quarter newsletter covers the topic with six main points.

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Posted in: Market Commentary
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04
Savant’s Perspective on High-Frequency Trading

High-Frequency Trading, a term previously unknown to the general public, burst onto the national scene in a big way this past Sunday night. CBS’s 60 Minutes aired an interview with Michael Lewis, a former bond salesman turned financial journalist whose new book, Flash Boys, details high-frequency trading and its effects on the market. This is a fairly complicated issue, so we would like to share our perspective. Hopefully the attention from the media and Mr. Lewis’s book can spur regulators to analyze the current rules governing equity trading to ensure a fair and efficient market.

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Posted in: Market Commentary
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27
Our Thoughts on Leadership Changes at PIMCO

PIMCO, a $2 trillion bond manager, is the manager of several bond funds we utilize in Savant’s model portfolios (PIMCO Real Return, PIMCO Commodity PLUS, PIMCO Foreign Bond, PIMCO Total Return III, PIMCO Low Duration III). Recently PIMCO announced that their CEO and co-Chief Investment Officer, Mohamed El-Erian, will be leaving the firm, which is a significant change in leadership. The stated reason for El-Erian’s departure is personal. At this time there is no information as to what he will do next, other than he will still sit on the management committee for Allianz, the parent company of PIMCO. The co-founder of PIMCO, Bill Gross, will remain the sole Chief Investment Officer (CIO) and has no plans to retire soon.

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Posted in: Market Commentary
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23
What Happened in 2013?

A brief look back at some of the political, economic, natural, and societal events that shaped the year 2013.

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Posted in: Market Commentary
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17
Monthly Market Update - December 2013
Summary The U.S. stock market punctuated an extraordinary year of gains with a 2.5% jump in the S&P 500 Index in December. Despite headlines o...

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Posted in: Market Commentary
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01
Active Investment Oversight
Effective investment strategy closely integrates with a client’s overall financial plan. As such, Savant takes a comprehensive approach to wealth management that incorporates the client’s financial plan, estate plan, and life plan. This paper provides details regarding Savant’s investment strategy and the oversight by our Investment Committee. Savant’s objective is to design and manage investment portfolios that help clients meet their goals without taking on needless risk.

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Posted in: White Paper
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04
Happy Birthday Federal Reserve – 100 years old
December 23, 2013 will mark the 100th year for the U.S. Federal Reserve System which was created in 1913 when President Woodrow Wilson signed the Fede...

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Posted in: Market Commentary
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