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Evidence-Based Investing Video Series: Part 5 of 6

Director of research Gina Beall joins Phil Huber to discuss the final steps of the evidence-based investing process. You’ll find out why we believe the process of portfolio rebalancing is crucial to your long-term success and how Savant manages for increased tax efficiency.

Discover the Research Behind and Benefits of EBI

Learn more about evidence-based investing (EBI) in a way that best fits your style in our multi-media learning center.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $10.1 billion in assets under management and assets under advisement (as of 3/31/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.