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Past Commentary & Articles

The LTI grant season is a critical time for executives to evaluate how their compensation package aligns with their financial goals, career trajectories, and risk tolerance.


Choosing the right advisor for you and your family requires careful consideration. Good chemistry is important, but asking thoughtful questions and conducting due diligence can help you differentiate between a “good” advisor and a great one.


With me today is Savant’s Chief Investment Officer, Zach Ivey. Zach took over the post on January 1st of 2025 after serving in a similar capacity at Bridgeworth Wealth Management in Birmingham, Alabama.


A financial plan is designed to help reduce future uncertainty. It provides a logical framework to navigate life’s inevitable financial challenges, such as recessions, inflation, unemployment, health issues, and cash flow needs.


Today’s workforce is redefining what it means to retire. Are you considering a path between full-time work and complete retirement? Watch Savant Financial Advisor Libby Muldowney as she explores how to create a fulfilling lifestyle during this new phase of life.


Year-round tax planning can help reduce the pressure you may feel at tax time. Tax planning involves developing and implementing long-term strategies to help ensure you’ll pay the least amount of taxes over your lifetime, rather than in any given year.


Reaffirming your investing goals and guiding philosophy is essential, especially after consecutive strong market years. It’s easy to get caught up in short-term trends, but long-term success depends on maintaining discipline. As we enter this new year, focus on cash flow, long-term growth, and tax efficiency to help sustain your ideal lifestyle.


Longing to trade snow boots for flip-flops? You’re not alone. Many people dream of escaping winter’s grip, and two enticing options exist: becoming a snowbird or permanently relocating to a sunnier climate.


Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind.


As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.


Whether you’re just starting to think about retirement or fine-tuning your existing plan, this on-demand webinar is tailored to equip you with actionable insights to help you prepare for retirement by building a solid financial foundation.


Being an executor is a difficult and time-consuming task, which is why it’s important to make the process as easy as possible for the loved ones you leave behind. Preparing in advance not only helps you ensure the best outcome, but it also helps your executor feel confident that they’re acting in accordance with your wishes.