Articles, Market Commentary
& More

A common objection to international investing is the belief that U.S. companies already offer global exposure. After all, many of the largest U.S. firms—Apple, Microsoft, and Coca-Cola—generate significant revenue from overseas markets. Doesn’t this provide the same benefit as investing internationally?

Wondering if you’re ready to retire? Learn what to expect financially, emotionally, and socially with these tips designed to help create a smooth transition.

Many entrepreneurs don’t follow a traditional retirement path—especially when most of their wealth sits inside the business. Instead of relying on a 401(k) or pension, business owners face more variables. But proper planning can help turn your decades of work into long-term financial security.

The possibility of a delayed or semi-retirement is more relevant than ever. With many working remotely from home, semi-retirement provides an opportunity to leverage these new possibilities to leave corporate life sooner and develop work/life balance at a younger age.

The U.S. Senate released its version of the One Big Beautiful Bill Act (OBBBA), unveiling key tax provisions that signal a significant and, perhaps more importantly, permanent step forward in tax law—though much debate still lies ahead.

Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online.

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.

Small financial accounts without designated beneficiaries might seem insignificant, but they can complicate estate administration, adding unnecessary stress for your executor—often a grieving spouse or family member.

How can you make sure that you’re getting everything you’re entitled to under your homeowner’s insurance policy, and at the same time, clean up your house and get it back to normal?

In a recent appearance on Edge TV, Savant Wealth Management CEO, Brent Brodeski, shared some insights about the rapidly changing future of the financial services industry.

For many of us, the earliest lessons about money, work, and responsibility came from our dads—sometimes through stories, other times by example. In this post, several advisors reflect on the financial wisdom their fathers shared and how it still influences them today.

What happens to your retirement accounts when you die? It can be easy to overlook this simple question. But it might be one of the most important decisions you need to make.