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Past Commentary & Articles

Article
February 6, 2024
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Layoffs and job losses can seem scary if you don’t have a plan in place to manage your finances without a steady paycheck. But losing a job can also present new opportunities you might not have considered before now. If you’re one of the many people facing career uncertainty right now, stay positive, and consider enlisting a financial advisor’s help.

Article
February 2, 2024
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Estate planning often focuses on tangible assets, but what about your digital footprint? By proactively managing your online presence, you can help ensure a smooth transition for your heirs and safeguard your digital legacy.

Article
January 31, 2024
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For the last 30 years, Savant’s investment maxims have served as the bedrock of our investment philosophy. While following them may cause us to sometimes take a seemingly boring path, they remain an important tool to help our clients take advantage of timeless wisdom and avoid needless, speculative risk.

Article
January 24, 2024
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It’s almost time to start collecting 2023 tax documents in preparation for the April 15th filing deadline. One topic sure to come up is the question of which income is taxable—a matter that surprises many households.

Article
January 23, 2024
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Over the past year, we saw markets rebound from a dismal 2022, but many investors still felt like they were falling behind as stock market performance was led by a concentrated group of large companies known as the Magnificent Seven. The temptation to chase the top performers is only natural, but history has shown us time and again that this is not a good idea.

Article
January 23, 2024
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We believe the quality of advice you receive can help make a big difference in your financial success. Whether you’re looking to invest, save for retirement, or simply create a budget, getting the right advice can help you make informed decisions.

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