Articles, Market Commentary
Past Commentary & Articles
Some people spend more time making vacation plans than they do selecting a financial advisor, but we believe choosing the right advisor could potentially make a major difference in your long-term financial well-being.
Medicare can seem like a complicated maze with many twists and turns. You may feel overwhelmed with all the possible options, but there are some basic principles to help guide you toward finding what is right for your situation.
Is your child reaching the age of majority soon? If so, you may want to explain the legal ramifications of this important milestone and walk through these basic estate planning concepts.
While your chances of winning the lottery are slim, you may inherit a significant amount of money (or an asset or investment) during your lifetime. Before dreaming of a new sports car, consider these strategies to help manage your windfall.
Your company’s 401(k) is a valuable tool, not only for preparing yourself and your employees for retirement but also for attracting and retaining top talent.
In May, we asked Savant readers to tell us what financial independence means to them. We supplied a few choices and allowed readers to add their own.
While being financially ready for retirement is important, it’s not the only criterion for a successful next chapter.
Inflation, stagflation, recession … We’ve seen these words in the news many times in 2022. If you’re approaching retirement or you recently retired, you may be looking for a way to hang on to your hard-earned savings.
The Fed raised interest rates by another 75 basis points. This was not a surprise; it was the expected outcome. Inflation is way too high, and the Fed is moving aggressively to contain it.
Medicare fraud is big business for criminals and an ongoing fight for the U.S. government. Cases of Medicare fraud can include situations in which a provider bills Medicare for services or supplies you never received, or in which a provider attempts to charge Medicare multiple times for an item or service a patient received just once.
It has been an unusual time for the markets as both stocks and bonds have experienced meaningful declines which presents a unique challenge for us as investors. As we acknowledge this reality, we must also be careful not to overreact and abandon the time-tested principles that have seen us through challenging periods in the past.
Inflation remains the biggest concern hanging over markets with headline inflation reaching a 40-year high; this has created a tough environment for bond investors and the Fed has indicated they will do “whatever it takes” to combat inflation.