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Past Commentary & Articles
It can be scary and difficult to talk to your family about your finances. But the holidays can present a perfect opportunity to start the conversation.
Our team of tax professionals recaps legislative changes made in 2022 and what’s on the horizon for 2023. They also uncover 10 common tax myths and share tax strategies.
The last 18 months have witnessed a return to normalcy among some diversifiers – small-cap value, energy stocks, and managed futures, to name a few. Others have been flipped on their heads entirely – hello, bonds! Yet one area has remained consistently disappointing from one decade to the next: unhedged exposure to international stocks from the lens of a U.S.-based investor.
If you’re in an industry where whispers of potential layoffs are growing louder, it can’t hurt to prepare financially – as well as emotionally — for a possible pink slip.
We recently discussed how to create a personalized retirement income strategy with Bob Witt, a financial advisor in Savant’s Lincolnshire, IL office.
2022 hasn’t exactly been a banner year for the U.S. economy. If recent events have caused you to think twice about retiring, you’re not alone. Financial advisor Justin Smith provides three action items to help you decide.
The IRS recently announced new contribution limits for 401(k)s and other employer-sponsored plans. Plan sponsors can seize this opportunity to increase employee satisfaction.
Now that control of the House and Senate hangs in the balance, there will be no shortage of predictions about how the outcome of the midterm election may impact financial markets and the economy. Investment research analyst Daniel Noonan looks at the historical data.
To commemorate Epilepsy Awareness Month, Jeremy Joseph tells a story about his son Parker and the importance of special needs planning.
The combination of undervaluation, underappreciation, and a potentially heightened period of demand could create an environment where “the old economy” is here to stay.
The season of giving is upon us, which is a great time to reexamine the ways you give. Are you making the best financial decisions for you and those you care about?
You may have heard your friends or even your advisor talk about it: a backdoor Roth IRA conversion. What is it, and how do you know whether it’s right for you?