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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.

This video will address why international investing and global diversification are important. Chief investment officer Phil Huber will also provide an overview of factor investing and the evidence that supports it.

In this on-demand webinar, you’ll learn strategies for increasing happiness (all backed by academic research).

Phil Huber refutes common assumptions about investing using an evidence-based approach.

In this first video of a six-part series, Phil Huber, Savant’s chief investment officer, talks about how evidence-based investing (EBI) differs from other approaches. He also examines the behavior of two hypothetical investors — the conventional and the evidence-based investor.