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Past Commentary & Articles

Videos
July 18, 2024
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Navigating the complexities of Social Security can be challenging, especially for those with substantial assets and income. Watch our educational webinar recording designed specifically to help high income earners integrate Social Security into their retirement plan.

Article
July 15, 2024
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Volatile markets, persistent inflation, and geopolitical tensions have created a perfect storm of financial uncertainty. These challenges can be overwhelming, especially when planning for retirement. Now more than ever, seeking guidance from a financial advisor is crucial.

Article
July 2, 2024
The Retirement Coach, Jack Phelps, Savant Wealth Management

Every Fourth of July, we celebrate the American spirit – the freedom to choose our own paths and chase our dreams. But what if worries about financial burdens limit your choices? As a coach with over 35 years of experience guiding people through retirement, I’ve seen firsthand how a lack of financial confidence can steal the very independence we celebrate.

Article
July 1, 2024
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Financial independence is a highly personal concept, meaning different things to different people. It’s a journey to discover what brings joy and fulfillment into your life, whether that’s traveling, family, personal projects, or simply living life on your own terms.

Market Commentary
June 26, 2024
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At Savant, we believe in an evidence-based approach to investing, leveraging specific characteristics or “factors” that can potentially drive higher returns and help manage risk more effectively. This approach, rooted in academic research and empirical data, aims to create diversified portfolios that help optimize returns by systematically targeting these factors.

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