Articles, Market Commentary
& More

Employees might not be familiar with the technical aspects of retirement plan regulation but may recognize when leadership takes retirement planning seriously. Regular communication, accessible education, and visible governance activities help contribute to a sense of organizational stability.

Savant financial advisor Libby Muldowney discusses how to pursue a new path somewhere between full-time work and a full-stop retirement.

Many affluent families focus on federal estate taxes while overlooking state estate and inheritance taxes. Understanding how state rules differ may help inform planning decisions and support long-term wealth and legacy objectives.

A happy retirement is about more than money, it’s built on confidence, purpose, relationships, and thoughtful planning.

Minnesota has a state tax credit program for affordable housing that allows taxpayers to direct funds locally.

For retirement plan sponsors, fiduciary responsibility can feel abstract until an audit or lawsuit forces every decision into the spotlight.

Start the year with clarity and confidence by reviewing your goals, cash flow, savings, protection, and key documents to help strengthen your financial life.

Learn the differences between fee-only, fee-based and commission-based financial advisors, and how each model affects advice and fiduciary duty.

Learn why APC Financial Planning joined Savant Wealth Management and what the partnership means for clients and future planning support.

You’ve spent the past three years patiently waiting, and now the day is here. The Restricted Stock Units (RSUs) you earned based on your 2022 services and received in 2023 vest February 7, 2026. Once that happens, the shares become fully yours to manage, sell, or hold. This milestone marks the realization of compensation tied […]

Learn what happens when 3M RSUs vest, how income taxes apply, and which factors are commonly considered once shares become unrestricted.

Geopolitical events often dominate headlines, but long-term investors may benefit from disciplined, diversified approaches rather than short-term reactions to global news.