Articles, Market Commentary
& More

When you were married, you likely relied on your spouse to pay the bills and manage your finances if you lost your job, became ill, or suffered injuries from an accident. If you are now solely responsible for handling your finances, consider developing a contingency plan so you won’t miss bill payments due to unforeseen life events.

After your husband or wife dies, you will be dealing with a major financial change on top of a major life change. Filing your spouse’s final tax return may be especially stressful because you don’t know what you don’t know.

How can you know if your plan is doing all it should for your company or for your retirement? Savant’s Director of Retirement Plan Services, Patricia L. Hutchinson, outlines the attributes of the “ideal” plan for your company.

Gold’s value has fascinated investors for centuries, and it is one of the most polarizing assets in existence, right up there with Bitcoin. Some consider gold to be the premier hedge against economic uncertainty, while others view it as non-productive with no income. The truth lies somewhere in the middle.

Spring is a great time to clear out the clutter and get ready for some very productive summer months. Here are seven ways to spring clean your finances.

The first quarter of 2023 was marked by resilience in global stocks and intermediate-term bonds. However, the quarter was anything but calm, with inflation, Fed rate hikes, and unexpected bank failures all contributing to elevated uncertainty.

In a rising interest rate environment, investors often wonder what they should do with cash set aside for short-term financial goals, emergencies, or everyday expenses. While there is always some risk involved, here is a list of available options to earn interest without risking the principal amount, ranked from the least to the most risky.

Volatile markets can be especially worrisome for employees who hold a significant concentration in their employer’s stock. Here are five key reminders of what to look for regarding stock compensation in volatile markets.

Retirement is a significant milestone and brings with it a significant shift in identity and purpose. Without proper planning, this can lead to feelings of uncertainty and loss of control. By taking the time to reflect on how retirement fits into your identity, creating a purposeful schedule, and developing a cash flow plan, you can make the most of this new and exciting chapter in your life.

Tax-loss harvesting (TLH) can be an effective tax management tool for investors. In this article, we explore how TLH works, what the expected benefits are, and what specific risks investors should consider.

With billions of dollars in investable assets at stake as well as the fees those dollars generate, the Wall Street marketing machine has been working overtime espousing the benefits of ETFs compared to traditional mutual funds. But is the ETF structure truly superior?

The Fed took center stage this week with its FOMC meeting, where committee members announced a 25-bps rate hike in their latest policy decision. What’s intriguing is the swift shift in the narrative on what the Fed might or might not do.