Articles, Market Commentary
& More

Past Commentary & Articles

Article
March 1, 2023
no alt text set

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
no alt text set

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
no alt text set

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
no alt text set

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.

Article
February 14, 2023
no alt text set

Many retirees are fleeing high cost states such as Illinois, New York, and California for greener pastures like Florida. Are you contemplating making a change?

Contact