Just as your financial plan requires regular updates, so does your estate plan. Regular reviews work much like health checkups: They can ensure your plan is working and that you’re catching any potential problems early.
It’s hard to believe that 2022 is half over! If you made any financial resolutions this year, now is a great time to revisit them and evaluate your progress. It’s also a great time to review your financial plan, make adjustments, and update your records.
If you’re feeling less than confident about your financial wellbeing during these uncertain times, it could be time to get a financial “second opinion.”
Andrew has been involved in the financial services industry since 2019, serving internships both at an asset management firm in Elmhurst, IL, and at Savant Wealth Management. Andrew earned a bachelor’s degree in finance from Indiana University’s Kelley School of Business, where he was a member of the Charles Schwab Wealth Management Workshop. He is […]
Savant Wealth Management congratulates financial advisors Drake Grindle and Jeff Lewis for being named to the Rockford Chamber of Commerce’s 40 Under Forty for 2022.
From an economic point of view, things have gotten so off-kilter that people are beginning to wonder if a period of stagflation might set in. Investment research analyst Danny Noonan examines the situation.
National “Let It Go” day is one of those invented holidays that occurs each year on June 23. The point? To forget about the things that make us regretful, guilty, or embarrassed. If ongoing inflation and market volatility have you feeling worried, why not embrace the idea?
Stock options give employees the right to buy company stock at a stated price within a specific period of time. Employees are usually happy to take stock options as supplemental compensation but can fall into trouble if they don’t understand what they have been offered.
Jordan earned a bachelor’s degree in financial planning from the University of Illinois at Urbana-Champaign.
The monthly inflation report came out last week and was not well received. Inflation was up 8.6% in May, the highest inflation number since 1981. Six of the past seven inflation reports have been the highest inflation readings since 1981.
RIA Channel published a video and a summary of an interview with CEO Brent Brodeski about Savant’s strategic approach to growth, partnerships, and building an elite wealth management practice.
This summer, planning a vacation may be more difficult – and expensive. Airfare, hotels, and rental cars are all more costly compared to pre-pandemic pricing.