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Past Commentary & Articles

Have you saved enough for withdrawals in retirement to close the gap between guaranteed income and what you want to spend? If not, don’t despair.

Fixed income used to be the asset class investors hated to love. Now it’s the one they love to hate. This year has reminded us that fixed income doesn’t offer diversification all the time.

Second quarter Gross Domestic Product (GDP) came out on July 28th declining 0.9%, the second straight quarterly decline. The “Are we in a recession or not?” talk turned business TV into a sports debate show. There are convincing arguments on both sides.

Medicare can seem like a complicated maze with many twists and turns. You may feel overwhelmed with all the possible options, but there are some basic principles to help guide you toward finding what is right for your situation.

Is your child reaching the age of majority soon? If so, you may want to explain the legal ramifications of this important milestone and walk through these basic estate planning concepts.

If you are recently divorced but have not yet updated your will and estate plan, now is a great time to revisit those important documents.

In May, we asked Savant readers to tell us what financial independence means to them. We supplied a few choices and allowed readers to add their own.

While being financially ready for retirement is important, it’s not the only criterion for a successful next chapter.

Inflation, stagflation, recession … We’ve seen these words in the news many times in 2022. If you’re approaching retirement or you recently retired, you may be looking for a way to hang on to your hard-earned savings.

The Fed raised interest rates by another 75 basis points. This was not a surprise; it was the expected outcome. Inflation is way too high, and the Fed is moving aggressively to contain it.

Medicare fraud is big business for criminals and an ongoing fight for the U.S. government. Cases of Medicare fraud can include situations in which a provider bills Medicare for services or supplies you never received, or in which a provider attempts to charge Medicare multiple times for an item or service a patient received just once.

It has been an unusual time for the markets as both stocks and bonds have experienced meaningful declines which presents a unique challenge for us as investors. As we acknowledge this reality, we must also be careful not to overreact and abandon the time-tested principles that have seen us through challenging periods in the past.