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Past Commentary & Articles

Article
June 24, 2024
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The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to individual tax filing. However, many of the individual tax benefits were temporary and set to expire at the end of 2025.

Videos
June 21, 2024
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To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.

Article
June 17, 2024
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Susan, a 62-year-old corporate vice president, faces a critical decision. Recent health concerns have her questioning her planned retirement date. Can she afford to step away now, or will she need to work a few more years? The answer hinges on the value of her company holdings, which include Performance Stock Units and Restricted Stock Units, a stock compensation package common among executives.

Market CommentaryVideos
June 5, 2024
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In this episode of the Market Wise Update, Chip Kalousek and Zach Ivey discuss the latest market news and events. They review equity market performance, inflation, and bond yields and also cover Savant’s investment philosophy.