Explore strategies for managing a large sum of money, including tax planning, investment decisions, and long-term financial planning.

Learn key investment risk tolerance questions, how to evaluate investment philosophy, and what to consider when choosing a financial advisor.

Navigate divorce financial planning with clarity. Learn what to do financially after divorce, manage assets, and rethink your financial future.

Learn key strategies for planning for a liquidity event, including tax planning, business exit planning, investment decisions, and wealth transfer considerations.

What should 401(k) plan sponsors be reviewing this summer? Explore key compliance deadlines, participant eligibility changes, and plan design considerations.

Learn practical ways retirement plan sponsors can encourage participant engagement and help support consistent saving habits during the summer months.

The widow’s tax penalty can hit either surviving spouse with a higher tax burden. Understand the impact and explore strategies to protect your finances.

Estate planning can help families clarify roles, support siblings, and avoid placing too much responsibility on one adult child.

Q2 markets showed resilience amid geopolitical tensions, inflation concerns, AI enthusiasm, and shifting rates, rewarding disciplined investors.

SpaceX’s staggered lockup gives employees six selling decisions instead of one. Here’s how to think through each window and potentially coordinate them as one diversification strategy.

Nolen Wolfe, a senior at Samford University’s Brock School of Business, interned with Savant Wealth Management in our Huntsville, Alabama, office this summer. He shares what that experience has meant to him.

You’ve built wealth through company stock. Learn tax-efficient strategies, including NUA, to diversify a concentrated position and manage the risk it carries.