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Past Commentary & Articles

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.

Wise 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.

Article
March 1, 2023
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When you decide to get a new car, one of the biggest decisions is whether to buy or lease. Both options have their pros and cons, and it’s important to consider your individual circumstances and priorities before making a decision.

Article
March 1, 2023
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Experiencing a job loss is an unpleasant experience for anyone, but it can be particularly complex for company executives who have stock-based compensation, long-term incentives, pension benefits, and other perks. Here are some common recommendations for executives who are facing job loss.

Videos
February 24, 2023
Savant Wealth Management Webinar

Many adults feel stressed about the future and whether they will have enough money to meet their needs. The good news is there are ways to help minimize that stress and even reduce some stress-related health issues.

Article
February 22, 2023
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A naturally curious person, Anne Mank, Savant’s director of financial planning, enjoys delving into what motivates people. Her love of puzzles and mathematics helped her discover the world of accounting, which eventually evolved into a passion for financial planning. Learn more about her story.

Article
February 22, 2023
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Great in theory, lousy in practice. That about sums up the historical experience of investing in “thematic” mutual funds and ETFs. The challenge of thematic investing, particularly in public markets, is that it charms you into imagining what’s possible at the expense of recognizing what’s probable. Its intentions are pure, but it’s the unintended consequences that inevitably lead to its demise.

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