Category: Article
SpaceX’s Staggered Lockup Means Six Selling Decisions, Not One: How Employees Should Think About Each Window
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.
My Summer at Savant: Impactful. Fun. Worthwhile.
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.
Your Company Stock Has Been Good to You. When Should You Diversify?
You’ve built wealth through company stock. Learn tax-efficient strategies, including NUA, to diversify a concentrated position and manage the risk it carries.
From Meridian to Savant: A Conversation with Scott Floersheim
Meet Scott Floersheim, the Albuquerque-based CPA and wealth advisor who built Meridian Wealth Advisors over nearly two decades and joined Savant.
National Ice Cream Day is Sunday, July 19
How I get my ice cream is not a big decision at this stage in my life, but the MIT AgeLab considers it one of three questions that can help determine quality of life in retirement.
When Spouses Retire at Different Times: Financial and Lifestyle Considerations
Explore financial and lifestyle considerations when spouses retire at different times, including cash flow, healthcare, taxes, and shared goals.
College Funding Strategies for Families With Multiple Students
Explore college planning for multiple children, including 529 strategy planning, financial aid considerations, and education funding strategies.
What to Do with Your Equity Compensation Before an IPO
Some of the biggest equity compensation decisions happen before an IPO. How tech professionals can approach AMT, QSBS, concentrated stock, and lockup planning.
Independence Comes from Intentional Unity, Not Just Assets
Sometimes couples need an objective voice. A financial advisor can help facilitate conversations, clarify trade-offs, and keep discussions focused on long-term objectives rather than short-term emotions.
Student Loan Changes 2026: A Guide for Parents and Grandparents
New repayment plans and lower Grad PLUS and Parent PLUS limits took effect July 1. Here is what parents and grandparents should understand.
Should You Include an Expected Inheritance in Your Retirement Plan?
For many successful savers approaching retirement, this question becomes increasingly relevant: Should I include an expected inheritance in my retirement plan?
Mid-Year Retirement Planning Checklist
Now is the perfect time to revive your resolutions and financial goals. It’s never too late to refocus, regardless of the time of year. Don’t be hard on yourself if you haven’t made as much progress as you expected. Remember, you did your best and now you’re ready to get back on track!