What do the 2026 midterms mean for investors? Why staying focused on the long term can matter more than the headlines.

Markets rallied after the 2026 midterms left Washington divided. Here’s what divided government and the lame-duck budget fight may mean for your portfolio.

A year-end financial reset can help women review life changes, retirement savings, taxes, insurance, and estate plans to start the new year with clarity.

In this special video edition of The Real Return, recorded at Savant’s annual advisor conference, hosts Zach Ivey and Rob Morrison talk with Michelle Smith, CDFA®, managing partner and financial advisor. Smith is the creator of Savant’s Wife2CFO™ course, designed  to give high-net-worth women navigating a divorce a place to learn about, organize, and think through their finances.

The Medigap birthday rule lets eligible retirees in some states switch Medicare Supplement plans each year without medical underwriting. See which states qualify. 

Learn key considerations for gifts to minors, including Trump Accounts, 529 plans, UTMA accounts, and taxable accounts, and how each option differs.

Learn how an HSA may offer tax advantages, help fund future medical costs, and support health care expenses in retirement.

Named executor of an estate? A practical overview of what typically happens in the first 30 days and the initial responsibilities that may arise.

The third quarter brought new market highs, rising rates, and shifting leadership, highlighting the value of diversification and discipline.

Stock market corrections happen. Learn how historical data and retirement planning can put volatility in perspective.

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Weighing a tender offer at a private company? Learn how concentration, liquidity needs, and your company’s outlook can shape whether to sell now or wait for an IPO.