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Past Commentary & Articles

Article
November 23, 2021

If you’re aged 70 ½ or older, you can consider a “charitable IRA rollover,” or qualified charitable distribution (QCD). Donating this way not only helps a worthy cause; it can also help you save on your taxes.

Videos
November 18, 2021
Savant Wealth Management Webinar

In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.

Videos
November 11, 2021
Savant Wealth Management Webinar

What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes? A little forethought can make the difference between leaving your executor with a nightmare and leaving grateful heirs with a treasured legacy.

Article
November 8, 2021

A simple estate plan for your young adult will give you and your child peace of mind, create an efficient mechanism for handling affairs in the event of an accident or period of disability, and help set the tone for personal and family responsibility.

Market Commentary
November 3, 2021

Over the past year, China’s government has swallowed many aspects of its private sector. Because China represents about 30% of the Emerging Market Index, emerging markets have fared much worse than U.S. stocks this year.

Article
November 1, 2021

Our lives are constantly changing, but when was the last time you updated your estate plan? Dominick Parillo, JD, CFP® discusses the importance of updating your plan and lists some life events that may trigger the need to update your documents.