With inflation rates on the rise, it may be difficult to think about leaving the workforce. If you’re considering putting off your retirement until the economy recovers, you’re not alone. But there are steps you can take now to help ease inflation’s impact on your savings.
Mike has been involved in the financial services industry since 1970 and is part of Savant’s University Wealth Management team. He founded Filbrandt & Company in 1980 and led its transformation into Filbrandt Investment Advisers in 2008, to Filbrandt Wealth Management in 2018, and its joining with Savant in 2021. Mike earned a bachelor of […]
This educational webinar can help you develop a game plan for how to incorporate tax planning effectively throughout the course of the year.
Living your best life as a single person does require some special considerations when it comes to finances. Without a partner to rely on, it’s important to have your assets and your safety net to mitigate risk and give yourself peace of mind.
Preparing for retirement requires more than just saving – it also involves having a vision and a plan. In this blog, we’ll explore five strategies to help you get ready.
With job openings at record highs and employees re-evaluating the value of their output, business owners need to understand the nuances of what is driving employees to new positions.
There are several moving parts to consider when handling a loved one’s estate. A final individual return and an estate or trust return (or both) are often required. Common tax returns required after death are conveniently summarized in this blog post.
Brent Brodeski, Savant’s chief executive officer participated in an AGS/aRIA Roundtable panel: A Decade of Growth and Development.
Learn more about an approach to investing known as “tax-efficient investing” in our Approaching Zero Taxes paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.
Learn more about Modern Portfolio Theory and how we developed our forward-looking returns investing methodology! This paper provides a summary of how and why we developed our methodology, case study examples, and how we put those returns to work.
Incorporating alternative investments into a portfolio is an art and a science. Let’s examine the data and whether it supports including alternatives into a portfolio or if investors may be better off sticking with a tried and true portfolio of stocks and bonds.
Noah has been involved in the financial services industry since 2018 and is part of Savant’s University Wealth Management team. He earned a bachelor’s degree in economics and a certificate in business from the University of Wisconsin-Madison. He is a CERTIFIED FINANCIAL PLANNER™ professional. Noah and his wife Rachel have a golden retriever named Indy […]