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Past Commentary & Articles

ArticleWise Women
March 21, 2023
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Millions of people worldwide are affected by epilepsy, a debilitating disorder, and Purple Day aims to increase awareness of this condition. Caring for a child with special needs can be expensive, but a financial advisor can assist in finding resources to subsidize the significant annual costs.

Article
March 16, 2023
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If you’re approaching age 65 or are already enrolled in Medicare, you may find the program’s coverage options and costs confusing. Medicare is a federal health insurance program divided into four parts, each with its own coverage options and costs. Understanding what each part covers and when you can enroll in the program is crucial to ensure you have appropriate coverage for your healthcare needs.

Article
March 15, 2023
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The sudden and dramatic downfall of Silicon Valley Bank led to a surge of withdrawals. In response, the FDIC swiftly established the Deposit Insurance National Bank of Santa Clara, and transferred all deposits from the defunct bank into it. Ultimately, the FDIC’s goal is to protect depositors and prevent any damage to the broader economy.

Article
March 15, 2023
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Those of us who follow the stock market are always on watch for a different, more maddening March Madness — the unexpected market or economic news that can send the markets fluctuating between airballs and slam dunks.

Article
March 13, 2023
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In periods of heightened volatility and uncertainty specific to the health of our financial institutions, investors rightfully require assurance that their bank deposits are not at risk and that their “safe money” is indeed safe.

Article
March 13, 2023
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Financial planning is a journey, not a destination. Working with a trusted financial advisor can help you increase financial peace of mind both now and in the future. Keep these five tips in mind as you embark on your financial journey.

Videos
March 9, 2023
Savant Wealth Management Webinar

Serving as the executor of a loved one’s estate comes with responsibilities that can seem overwhelming – from understanding the legal obligations to managing assets and distributing the estate. It is important for you to know what is expected of an executor or trustee and how you can help provide for smooth administration in the future.

ArticleWise Women
March 7, 2023
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Many women are anxious about their financial situation, with statistics showing they worry about immediate and long-term financial security, have lower retirement balances than men, and fear outliving their retirement savings. Despite these concerns, women are predicted to control more than $30 trillion in investable assets by 2030.