As we enter into what’s supposed to be one of the most joyous seasons of the year, how can we inject a little more positivity into our collective outlook?

Savant has acquired Clinton, S.C.-based Peay & Associates, LLC, a CPA firm providing tax and accounting services to individuals and businesses, and its associated RIA.

If you’re used to giving holiday tips to your hairdresser, dog walker, house cleaner, or other individuals with whom you have an ongoing relationship, you may be wondering how the new tipping culture affects the annual gift you’ve given to valued service providers in the past.

It’s common to feel a sense of paralysis when you receive an inheritance. It can feel like the money still belongs to your loved one so you shouldn’t touch it. If you've received an inheritance, here's the first thing you should do.

If you’re preparing for retirement, ensuring a comfortable and stress-free future is a top priority. But what about the mindset we bring to the table? The scarcity mindset, when left unchecked, can have detrimental effects on our financial future.

Savant announced plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville. Bridgeworth represents Savant’s second largest of eight acquisitions in 2023.