Savant
Kelli Peterson answers your frequently asked questions around stimulus payments, including, “Is my stimulus payment taxable?” and “I received a payment for a deceased taxpayer. Now what?!” It seems every day there is something new coming from the Department of Treasury (better known as the IRS). With so much fluctuating information and the news media […]
Savant
Our Investment Research Team’s latest update to the Coronavirus Crisis chart pack includes new cases drifting lower in the U.S., equity markets showing stability, and interest rates steadying. Download our 5-26-2020 Coronavirus Crisis chart pack
Savant
Are you looking for practical steps you can take to stay positive during this unsettling time? These videos can help you stay positive, stay grateful, and provide solid leadership to your family during this strange time.
Savant
Oil prices are now starting to reflect hope of successful re-openings joining equities which have rallied since late March as the global growth rate of COVID-19 cases steadies. Download our 5-19-2020 Coronavirus Crisis Chart Pack
Savant
Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my full retirement age, even if they will be permanently reduced?” Financial advisor Sobhi Baghdadi reviews some considerations. “Should I claim my Social Security benefits before my full retirement […]
Savant
There is one investment formula which transcends asset classes and prevails across global markets: The intrinsic value of any security is equal to the net present value of future expected cash flows. This is an ever important formula to remember, especially now when many of our lives are in a current state of disruption. Looking at […]
Savant
As historically bad economic data points continue to roll in, risk assets have continued rallying as investors look to the future in updates to this week’s chart pack. Download our 5-12-2020 Coronavirus Crisis Chart Pack
We answer frequently asked questions, including “Should I make changes to my portfolio in response to the coronavirus?” and “I heard that Savant is undergoing some changes, how will they impact me?” As we work together to deal with the growing impact of COVID-19, we at Team Savant are doing our part to help answer […]
The Millennial generation is experiencing its second major economic crisis. Financial advisor Sarah McGinniss offers money tips to her generation to help plan for a better financial future amid COVID-19. The Millennial generation, individuals born between 1981 and 1996, is experiencing its second major economic crisis. First, it was the Great Recession of 2008 and now it’s the […]
Savant
As we progress through this challenging economic and volatile market environment, we think it is important to illustrate that Savant’s long-standing philosophical beliefs established in 1993 still hold true today as a guide to managing investments and helping plan ideal futures for our clients. Below we have highlighted six of our 30 maxims across five […]
Savant
Global stocks (+11.0%) started off the second quarter on a positive note. All equity asset classes posted gains for the month with U.S. small cap stocks (+13.7%) leading the way. Fixed income asset classes were mainly positive with intermediate‐term bonds (+1.4%) and TIPS (+2.8%) being the strongest performers. Alternative asset classes were mixed on the […]
Savant
The recent stretch of underperformance for small and value stocks has been challenging. Value and size factors have been pronounced dead before, only to come back with a vengeance. Is this time different? Or what is that light at the end of the tunnel? Everyone has a bad day at the office now and then, but a […]
