Articles, Market Commentary
Past Commentary & Articles
Brent Brodeski, Savant’s CEO, shares his insights about personal and professional success with the graduating class of 2021. His wisdom focuses on six themes including the importance of taking risks, lifelong learning, and more.
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.
College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.
Markets slowed in May as investors weighed inflation risks versus above-trend economic growth in the U.S. But international stocks, bonds, and alternatives continued pushing forward with positive returns. Just how have increases in debt impacted future returns historically? All that and more in June’s edition of MarketWise!
Family vacation homes often provide a retreat for you and your family to gather and enjoy each other’s company. Financial advisor Jeff Lewis discusses the emotional attachment and unique planning challenges that can come from owning a second home.
According to a recent Fidelity study, healthcare for a retired couple aged 65 will be approximately $300,000. Becoming aware of your options to fund this goal in retirement can help mitigate the possibility of having to give up your current lifestyle.
Financial advisor Maureen Wright looks at the two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.
Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.
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.
Roth conversions have increased in popularity over the past few years due to our current low tax rate environment. Because these rates are set to sunset and return to their pre-Tax Cuts and Jobs Act rates after 2025, it may be a good idea to investigate Roth conversions this year.
Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.