Why does September market performance have such a bad reputation? Is it based on fact or is it purely superstition? Phil Huber, Savant’s CIO, takes a closer look at this anomaly.
Savant
The market continued back to new all-time highs in August, but economic data points show the recovery not yet in full force. More in September’s MarketWise.
Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.
How do you teach a fifth grader about personal finance? Financial advisor Maureen Wright outlines several creative examples she used in her Zoom presentation to a fifth-grade class.
During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review key retirement milestones and some costly missteps you can avoid.
Savant
Identifying the big winners of the stock market ahead of time is unlikely. And as such, it would be wise to focus on owning the haystack rather than searching for the needle.
Savant
Professionals have developed theories about factors since 1964. Explore the return premium to our factors: some are big, some are small and some don’t exist at all.
Savant
Savant recently hosted a “Navigating Turbulent Financial Markets” webinar with Apollo D. Lupescu, Ph.D., Vice President of Dimensional Fund Advisors. Given the favorable feedback from the event, we are pleased to summarize a few of the takeaways.
Savant
All asset classes were positive in July with the strongest returns coming from global stocks. Despite the unfavorable economic data releases in recent weeks, markets have been looking forward in anticipation of better data and corporate earnings in the future.
Savant
We’re excited to introduce MarketWise! Through this monthly chart pack, Savant Wealth Management’s Investment Research Team will provide insights on current events & the economy, performance & performance drivers, as well as historical perspective.
Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.
The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those in need, but it still may be difficult to know if it is the right choice for you.
