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Past Commentary & Articles

Phil Huber, discusses his new book — The Allocator’s Edge. While traditional portfolio building blocks like stocks and bonds will still be necessary, they may be insufficient in meeting investors’ objectives in the future.

It’s getting tougher to sugarcoat; Inflation is a nuisance. January’s inflation data confirmed the continuation of a trend – prices are climbing at their fastest rate in 40 years and impacting every corner of our economy. Even excluding food and gas, which tend to fluctuate more than other inflation categories, results are the same – inflation is running hot.

Smaller private companies have more recently fulfilled their debt financing needs through private direct lending. Learn more about the latest addition to Savant’s investment lineup.

While George Washington and Abraham Lincoln were leaders who continue to inspire Americans to this day, history appears to show that neither Washington nor Lincoln were personal finance experts, even though they both had plenty to say about money during their presidencies.

We don’t personally know Tom Brady or what his retirement goals are. But based on what has been in the media, he’s probably experiencing some of the same things the rest of us do when contemplating a major next step in our lives.

Entering retirement represents a significant life transition. With so many changes, it’s important that your estate plan is updated and properly structured for your next chapter.

Chances are many couples will celebrate Valentine’s Day this weekend. What will your Valentine’s Day look like? Maybe you’ll take off on a weekend getaway or opt for a fancy dinner out. But what if you and your partner have different ideas about money and how to spend it?

Having a relationship with a trusted advisor can help you better understand the complexities of your financial life and make more measured and thoughtful decisions. But is it really worth it?

Valuing fine art can be tricky because artwork is a one-of-a-kind asset. Unlike stocks or currency, fine art requires more care to find its value. Its fair market value hinges on authenticity, market trends, its condition, and other factors.

Understanding how Social Security benefits work and how to integrate them into your retirement plan is essential to maximizing the lifetime value of your benefits.

Knowing how and when to tune out the noise of alarming stock market headlines can relieve anxiety and help you stay on the path to a better investment experience.

The simplest advice for dealing with market volatility is to acknowledge stock market corrections can’t be avoided, only endured. But like the doctor who recommends you take two aspirin, it’s not the type of treatment that will receive accolades in medical journals, but that doesn’t make it any less correct.