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The relationships between tariffs, currencies, interest rates, inflation, and markets are complex and constantly shifting. Predicting the exact impact requires accounting for countless variables.

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.

As we step into 2025, navigating the unpredictable currents of change will be inevitable. From geopolitical shifts to market surprises, the past year reaffirmed that uncertainty is the only constant. Here are three critical investing traps to avoid in the year ahead.

Whether you’re working or retired, Q1 is the perfect time to revisit your financial goals. Are you on track  for retirement, saving for a major purchase, or adjusting to changes in your lifestyle? Reviewing and updating your goals can help you make informed decisions about your spending, savings, and investments.

Losing a loved one is a deeply personal and difficult experience. During this challenging time, financial security may be the furthest thing from your mind. However, Social Security survivor benefits can offer some much-needed stability as you navigate this new normal.

Discover 10 tax-free alternatives to withdrawing from your retirement accounts, including using your HSA, exploring margin loans, and leveraging home equity.

Widowhood brings a profound life shift, impacting emotions, finances, and daily routines. While overwhelming, taking small, organized steps—such as tracking contacts, creating a phone log, and establishing a filing system—can provide clarity and calm during this challenging transition.

Plan for the future with clarity. Explore how Freeport families can plan their legacies with objective financial guidance.

Retirement planning for educators and state workers in Bloomington, IL. Optimize pensions, Social Security, and taxes with a trusted fiduciary advisor.

In a world of rapid transformation, adapting to change is vital. From evolving technologies like AI to shifting market trends, 2024 highlighted the resilience of people, markets, and innovation. Savant’s Chief Investment Officer Zach Ivey explores the year’s key insights.

In this on-demand webinar, Financial Advisors Jeff Lewis and Chris Ruedi expose the truth behind some of the most popular investment myths.