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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.

Do you agree on your financial goals, budget, and money habits? Watch Savant’s director of financial planning Anne Mank and financial advisor Wayne Titus discuss strategies for financial harmony in your relationship in this recorded webinar.

For doctors, dentists, and other medical practitioners who own their practices, it’s no secret that, while they may enjoy incomes well above the average, significant challenges exist with respect to planning for a secure, comfortable retirement.

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?

In some cases, elderly parents may need to move in with their adult children to receive assistance with daily tasks and medical care. While this can be a great way for families to come together and provide support, it likely also involves additional expenses.

Savant’s director of growth Jason English and financial advisor Danielle Dahn discuss ways to help you become more financially fit in 2023.

Ongoing rate increases can feel quite overwhelming. It is easy to get caught up in the numbers, but what does this really mean for the average consumer? There are several ways this may affect your everyday life.

Money can be a sensitive topic in any relationship, but with some effort and communication, couples can work together to ensure they are on the same page about money and make their financial lives easier.

Many investors rely on bonds as a core component of their asset allocation for income and stability. This research brief explores the opportunities and risks bonds can offer investors and their potential fit in a broadly diversified portfolio.

In 1978, sportswriter Leonard Koppett created the “Super Bowl Indicator,” or SBI, which is based on this principle: If the NFC team, in this case, the Philadelphia Eagles, defeats the AFC team, the Kansas City Chiefs, the stock market will finish higher in the upcoming year. If the AFC team wins, we can expect a decline for the coming year.

In a potentially high-stakes situation like divorce, sometimes it helps to work with a professional who has specialized knowledge of the divorce process. A Certified Divorce Financial Analyst®, or CDFA®, is a professional who helps individuals navigate the financial complexities of divorce.

Financial stress can be especially acute at the start of a new year, when most of us are setting financial goals and trying to get our finances in order. Here are some tips to help keep stress at bay.