Savant - University Wealth Management

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Past Articles

University Perspectives
November 17, 2022
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With its long history, one would think that university retirement plan participants would have a reasonable understanding of the strengths and weaknesses of TIAA. However, our experience indicates university professionals have a difficult time understanding TIAA and which investments to use to optimize their retirement portfolios.

November 14, 2022
Reasons for Optimism

Nothing felt like risk during the “go-go” period of 2020-2021 until it became obvious it was. The same may be true now – nothing will feel like an opportunity until it becomes obvious it was.

Web Class
November 3, 2022
Risk Reduction

You’ve worked hard to build your nest egg using your university retirement plan. Don’t let unnecessary risk scramble your future! In this video, we explain some of the common pitfalls that can increase the level of risk in your retirement portfolio.

Web Class
November 3, 2022
Retirement Income Planning

When you retire and your regular paycheck goes away, how will you replace that steady stream of income? This video will show you steps you can take to help create a reliable retirement income stream.

Web Class
November 3, 2022
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If you think about taxes just once a year at tax time, you’re missing out on some effective strategies to save for the long term. Proactive tax planning can help you keep more of what you earn. Learn how to leverage your university benefits in a tax-efficient way.