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12
Approaching Zero Taxes

Sir John Templeton once said, “For all long‐term investors, there is only one objective – maximum total return after taxes.” We could not agree more with this statement. Traditionally, the investment industry has focused on measures of risk and return while ignoring the tax implications of investing processes. In an effort to address this shortcoming, Savant continuously emphasizes tax-efficient investment strategies.

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12
Market Update – June 2018

June was a month with mixed results for stocks as international stocks were down across the board while U.S. stocks were positive. Emerging markets continued their 2018 struggles, down 4.2% in the month. On the other side, U.S. small value stocks were the top performer – gaining 0.8%. Results were slightly positive among bonds, with short- and intermediate-term bonds essentially flat while international bonds posted a gain of 0.5% for the month.  

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19
Approaching Zero Taxes

Our “Approaching Zero Taxes” white paper provides an approach to investing known as “tax-efficient investing.”  This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns. We can’t overstate the importance of after-tax returns. 

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Posted in: White Paper
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07
Brexit: Then, Now, and What’s to Come

On June 23, 2016 British voters stunned politicians and investors alike by choosing to leave the European Union (EU). The narrow victory hammered stocks around the globe as the S&P 500 dropped 5.3% and the FTSE 100, measuring U.K. stocks, plunged 5.6% over their next two trading sessions. Legislators and economists, among other influencers, insisted that Brexit may be the wrench in the synchronized global growth story. So with the benefit of watching this story play out for almost two years, what do we know now and what can we expect? 

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07
Market Update – May 2018

Global stocks eked out a gain of 0.4% in May, with U.S. stocks pulling all of the weight. U.S. small stocks were the top performer – gaining 6.1%! Results were mixed among bonds, but U.S. bonds managed marginal, positive returns. Despite continued global growth, stock and bond markets have had trouble gaining traction in 2018, resulting in mostly flat returns. 

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16
Begin Reconstructing Your Family Stories

Ready to start working on your family history? Guest author Annette Burke Lyttle of Heritage Detective offers strategies and tips to get started! From DNA tests to family trees, this fun article is your start to becoming a beginner genealogist.

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16
When Rates Go Up, Do Stocks Go Down?

Should stock investors worry about changes in interest rates? 

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15
Timeless Maxims

Savant started managing money in April of 1993. The then, far-fetched concept of managing investments in a disciplined, evidence-based, fee-only, fiduciary way was unique and, frankly, on the fringes. At the time, index funds represented less than one percent of all mutual fund assets and ETFs were in their infancy. Asset allocation and broad global diversification were ivory tower academic concepts that retail investors did not understand and mostly ignored.

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14
Market Update – April 2018

Global stocks finished the month up 0.9% with international large value stocks leading markets, up 3.1%. One market segment that experienced weakness last month was emerging markets, down 0.4%. Global bonds generally produced slightly negative returns, as yields rose. Increased market volatility in 2018 has resulted in low or negative returns for most stock and bond markets year-to-date.  

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11
Market Update – March 2018

Global stocks (-1.9%) finished the month down amidst rising geopolitical tensions and fears over a trade war. The S&P 500 (-2.5%) struggled while small and small value stocks had positive returns in March, up 1.3% and 1.4%, respectively. International stocks fell across the board. Bonds produced low stable returns - led by international bonds, up 1.4%. Also, the Federal Reserve raised interest rates for the first time in 2018.

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Market Update, Market Commentary, tariffs
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