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How do you teach a fifth grader about personal finance? Financial advisor Maureen Wright outlines several creative examples she used in her Zoom presentation to a fifth-grade class.

During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review key retirement milestones and some costly missteps you can avoid.

This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.

Identifying the big winners of the stock market ahead of time is unlikely. And as such, it would be wise to focus on owning the haystack rather than searching for the needle.

Professionals have developed theories about factors since 1964. Explore the return premium to our factors: some are big, some are small and some don’t exist at all.

Savant recently hosted a “Navigating Turbulent Financial Markets” webinar with Apollo D. Lupescu, Ph.D., Vice President of Dimensional Fund Advisors. Given the favorable feedback from the event, we are pleased to summarize a few of the takeaways.

Because of COVID-19, many are faced with the choice of returning to work or entering a forced retirement. If you’re faced with involuntary retirement, here are five things you should consider.

The market seems to indicate the pandemic’s impact will be similar to a natural disaster; severe but temporary, with nearly a full recovery once the risk has passed. So what could propel the market from here?

All asset classes were positive in July with the strongest returns coming from global stocks. Despite the unfavorable economic data releases in recent weeks, markets have been looking forward in anticipation of better data and corporate earnings in the future.

In the past, bad news has been a friend to investors. That was the case in 1940s, in the 1980s and also in 2009. And it may be the case today.

If you’re considering divorce, you may want to take advantage of this time during COVID to do some research. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

We’re excited to introduce MarketWise! Through this monthly chart pack, Savant Wealth Management’s Investment Research Team will provide insights on current events & the economy, performance & performance drivers, as well as historical perspective.