Investment Tax Tools to Help Maximize After-Tax Wealth
Our “Approaching Zero Taxes” white paper provides an approach to investing known as “tax-efficient investing.” 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. We can’t overstate the importance of after-tax returns.
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. 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.
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. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. Please see our Important Disclosures.
The Fed took center stage this week with its FOMC meeting, where committee members announced a 25-bps rate hike in their latest policy decision. What's intriguing is the swift shift in the narrative on what the Fed might or might not do.
Savant Wealth Management's Chief Investment Officer, Phil Huber, discusses the recent bank failures of Silicon Valley Bank and Signature Bank, and provides some context around what consumers should consider when making choices about their liquid assets.
The sudden and dramatic downfall of Silicon Valley Bank led to a surge of withdrawals. In response, the FDIC swiftly established the Deposit Insurance National Bank of Santa Clara, and transferred all deposits from the defunct bank into it. Ultimately, the FDIC's goal is to protect depositors and prevent any damage to the broader economy.