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Past Commentary & Articles

Article
April 5, 2022
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There are several moving parts to consider when handling a loved one’s estate. A final individual return and an estate or trust return (or both) are often required. Common tax returns required after death are conveniently summarized in this blog post.

White Papers
March 31, 2022
approaching zero taxes whitepaper by savant

Learn more about an approach to investing known as “tax-efficient investing” in our Approaching Zero Taxes paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.

White Papers
March 31, 2022
Forward Looking Returns Whitepaper

Learn more about Modern Portfolio Theory and how we developed our forward-looking returns investing methodology! This paper provides a summary of how and why we developed our methodology, case study examples, and how we put those returns to work.

Market Commentary
March 31, 2022
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Incorporating alternative investments into a portfolio is an art and a science. Let’s examine the data and whether it supports including alternatives into a portfolio or if investors may be better off sticking with a tried and true portfolio of stocks and bonds.

Article
March 29, 2022
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While some taxpayers may look forward to their refund, others prefer to make sure their taxes are covered throughout the year by increasing their withholding amount. If you want to adjust the amount you withhold, it’s time to update your W-4 Form.

Cents of Self
March 29, 2022
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A second (or third) marriage isn’t just a new chance at love – it’s an excellent opportunity to review and refresh your financial situation. Having open conversations about your financial status upfront can clarify expectations and reduce any outstanding questions in the future.

Article
March 29, 2022
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Owning a vacation home may provide great tax benefits, but the rules can be tricky (and it’s important to avoid common misinformation). This article explores the tax benefits of owning two common types of vacation properties – a personal residence and a mixed-used rental.

Article
March 23, 2022
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This week marks Global Money Week, which touts the importance of helping young people develop good financial habits. With that in mind, we’ve compiled a list to help kids of any age explore financial literacy.