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Category: White Papers

April 3, 2020
Savant Capital Management

CARES Act Small Business Relief Provisions White Paper

To help businesses attempt to weather the storm, Congress and the President signed into law the Coronavirus Aid, Relief, and Economic Security Act  (“the CARES Act”). The CARES Act is […]

November 22, 2019

Attempting to Avoid Funds in the Doghouse

The investment industry and academia largely ignore tax implications and instead focus on return and risk. One of our key maxims at Savant is tax-efficient investing. We believe incorporating tax ramifications […]

June 4, 2019

Strategically Looking Ahead

Components of building and maintaining a comprehensive financial plan are analogous to driving a car. When driving, first and foremost, it is important to know where you want to go. […]

White Papers
March 15, 2019

Forward-Looking Returns

A “Smart, But Humble” Approach for Using Fundamentals to Shape Expectations Life is a series of trade-offs. In order to get something, you have to give something up. These common […]

White Papers
March 11, 2019

Evidence-Based Investing

A Scientific Framework for the Art of Investing Science has produced many tremendous advances, from lifesaving medical treatments to instantaneous communication. Historically, though, science has had little influence on investing. […]

Market Commentary
November 15, 2018

Capital Gains Distributions

Mutual fund capital gains distributions are often misunderstood and can be an unpleasant surprise for investors with taxable accounts. No investor sets out to pay more taxes than necessary when […]

August 3, 2018
Roller Coaster

2018 Mid-Year Update: Volatile Returns

So far, 2018 has been a year of ups and downs. Financial markets started the year off at a blistering pace with the S&P 500 and global stocks (MSCI All […]

Market Commentary
July 12, 2018
1040 Tax Form

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 […]

White Papers
June 19, 2018

Approaching Zero Taxes

Investment Tax Tools to Help Maximize After-Tax Wealth Our “Approaching Zero Taxes” white paper provides an approach to investing known as “tax-efficient investing.” This group of concepts and investment tax […]

White Papers
October 17, 2016
Savant Capital Management

Estate Planning: The Basics

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death […]