Articles, Market Commentary
& More

Watch financial advisors Danielle Moore and Ashley Olivas discuss how lifestyle choices, tax considerations, and planning decisions can influence how far a $2 million portfolio may support retirement. The conversation also explores why a long-term planning approach may be more informative than focusing solely on a single target number.

Employee Stock Purchase Plans (ESPPs) may be a useful component of a compensation and savings strategy for some employees, but they are far from a one-size-fits-all solution.

A mother’s letter to her daughters sharing timeless money lessons on freedom, values, resilience, and using money as a tool for life.

Hidden crypto in divorce is not always impossible to trace. Learn what’s discoverable, which records matter, and when deeper investigation makes sense.

Watch the video “Navigating Health, Wealth, and Estate Decisions” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.

Qualified small business stock (QSBS) can help tech founders and early employees exclude up to $15 million in capital gains from federal tax. Here’s how it works.

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.

Why smart tech professionals may struggle with benefits, equity comp, and financial decisions, and how employer-led financial education can help potentially close gaps.

Explore why feeling financially secure can lag behind the numbers, and how clarity and trust in your plan can help you enjoy what you’ve built.

Explore estate planning strategies for high-net-worth families in Los Gatos, including trusts, charitable planning, and tax-efficient wealth transfer.

Discuss estate plans, health care choices, and legacy goals with your adult children using practical questions that foster clarity and respect.

Learn how founders and early employees can prepare for IPOs or acquisitions with tax strategy, diversification, and liquidity event planning in Los Gatos.