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Savant’s Chief Investment Officer Phil Huber and Director of Investment Research Gina Beall provide a mid-year market update and outlook.

The proposed American Families Plan could change the tax relief we have recently grown accustomed to. The plan raises a number of issues and possible strategies for taxpayers to consider in 2021.

Through a combination of divorce and widowhood, almost 90% of women end up managing their finances alone at some point in their lives. This hour-long educational webinar will provide several tips to help you face the future with confidence.

The work-life balance struggle is real, and anxiety about finances is partly to blame. It’s not too late to get a handle on finances, improve budgeting, retirement planning, and much more. Get started by watching our free webinar today.

When the unexpected happens, it’s best to have a backup plan in place. In this webinar, financial advisors Don Duncan and Allison Alexander will explain what you can do to be financially prepared.

2020 taught us all that life can change dramatically in an instant. Whether you have an estate plan or would like to create one, you won’t want to miss this educational discussion with Mike Cyrs, senior director of wealth transfer, and Dominick Parillo, director of wealth transfer.

In this on-demand webinar, financial advisors Libby Muldowney and Maureen Wright will show you how to tailor money lessons for your young ones, tweens, teens, and 20-somethings! You’ll also learn how personality can impact financial behavior.

In this video, chief investment officer Phil Huber reviews some of the main themes and concepts that were covered in the evidence-based investing series.

In this video, you’ll find out why we believe the process of portfolio rebalancing is crucial to your long-term success and how Savant manages for increased tax efficiency.

In this on-demand webinar, you’ll learn five tax-smart strategies to make the most out of your charitable giving.

This on-demand webinar looks beyond retirement savings to help you design the post-career life that’s right for you.

What are the role of bonds in a diversified portfolio? They can protect your investment when stocks are challenged. Phil Huber chief investment officer at Savant talks about why bonds are important and how to properly allocate and diversify your bond portfolio.