Articles, Market Commentary
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Past Commentary & Articles

Article
March 20, 2020
chess boad game to practice planing and stratagy, business thinking concept

In these uncertain times, markets have dropped at record-breaking speed. What is an investor to do? Building and sticking to a plan may sound trite, but it’s a solid strategy that is backed by historical data. Market events of the past five weeks have left many feeling stunned and confused. Markets have dropped faster than […]

Videos
March 18, 2020
Savant Wealth Management

Now that we’re in a bear market, many investors are wondering how it will impact their portfolios. Phil Huber, Savant Capital’s chief investment officer and Gina Beall, manager of investment research discuss the effects of COVID-19 and outline the four most likely areas of potential impact. The bear market has officially begun, with levels of […]

Article
March 17, 2020
Market Declines

A sharp market decline can be terrifying, especially if you’re approaching or in retirement. But even a bear market can present opportunities for investors. Here are 10 possibilities. “Panic is not an investment strategy,” says Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co., Inc. A falling stock market can be terrifying, especially if you […]

Article
March 16, 2020
Savant Wealth Management

We are taking steps to make sure we can continue to serve you and maintain the health and safety of our clients and our team members as our nation deals with the COVID-19 pandemic. Health & Safety As the virus continues to spread we will continue to follow the recommended best practices from the Centers […]

Article
March 13, 2020
Savant Wealth Management

Here are answers to some of your COVID-19 questions, provided by Brian J. Knabe, MD, CFP®, CMP®, one of our financial advisors in Savant’s Rockford office, who is also a practicing physician. The past two months have been especially difficult and stressful. Between the spread of the coronavirus (COVID-19) and the decline in the markets, many […]

Article
March 12, 2020
Bear Market

With investment markets in full panic mode as a result of the World Health Organization declaring the COVID-19 virus to be a global pandemic, traders on Wall Street are selling at virtually any price, which has caused the markets to drop into bear market territory. The long bull run that started in March 2009 and […]

Videos
March 11, 2020
Savant Wealth Management

As you hear regular coronavirus updates coupled with headlines about the market’s recent volatility, it’s difficult to put everything into perspective. If left unchecked, even the most valid emotions can lead you down a dangerous path concerning your investments.In this 20-minute webcast, our Investment Research team will put recent updates into perspective for you by […]

Market Commentary
March 5, 2020
Globe

In the world of capital markets, few clichés ring truer than “money makes the world go ‘round.” When analyzing public companies, investors generally use a company’s quarterly earnings report to determine whether they are making money or not. With the reporting of fourth quarter 2019 earnings starting to wrap up, now is an ideal time to […]

Article
March 4, 2020
Savant Wealth Management

Since the passage of the Revenue Act of 1913, Congress has rejiggered our income tax rates an astonishing 40+ times. This includes the remarkable period from 1976 through 1993, when tax rates shifted 10 times in 18 years. We have recently been on pace to break that record. Our tax laws changed in 2001, 2003, 2005, […]

Article
February 28, 2020
When-Rates-Go-Up-Do-Stocks-Go-Down

As markets come to a close on Thursday, February 27, 2020, the S&P 500 Index (U.S. stocks) and MSCI All Country World All Cap Index (global stocks) have officially entered into a correction (defined by a 10% drop from the most recent high). As equity markets experience turmoil due to concerns surrounding the coronavirus outbreak, […]

Market Commentary
February 26, 2020
Charts

The start of 2018 appeared promising with the welcomed tax reform, strong corporate earnings, solid economic growth, low interest rates, and controlled inflation. The market outcome, however, was disappointing to say the least, with both stocks and bonds struggling to find positive returns (see Exhibit 1). When does that ever happen? In looking back over […]

Article
February 21, 2020
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With the change of the calendar year, individual taxes tend to come into focus as the tax return deadline quickly approaches. While the thought of income taxes and income tax filing can be stressful to most, taking a simplified approach, while being methodical and proactive in filing, and planning for future taxes can reduce this […]