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Past Commentary & Articles

As we start to come out of the pandemic tunnel and see a new normal on the horizon, we can begin to reflect on the lessons we have learned through this experience. How will decisions that were necessary at the time, impact the future?

President Biden recently unveiled his newest proposal – The American Families Plan (AFP), an ambitious $1.8 trillion package aimed at vaulting education, childcare, and paid family leave. Michael Cyrs, senior director of wealth transfer, provides more details about the proposed plan.

People of many faiths choose to tithe for various reasons. If you contribute to your place of worship in this way, it may be worthwhile to consult a financial advisor to see how it fits with your retirement plan.

International small value stocks have played an important role in portfolios over the past 50 years by providing strong returns and diversification benefits to global investors. Investment research analyst Jonathan Fuller outlines the reasons why investors may want to consider allocating a portion of their portfolio to international small cap stocks.

Stephen Covey’s The 7 Habits of Highly Effective People provides a powerful framework for personal and professional success.
But did you know these same principles can be applied to financial planning? Let’s explore how each habit can guide you towards financial well-being.

What if Michael Scott did not leave Dunder Mifflin to move to Colorado with Holly? What if he retired from Dunder Mifflin instead? What advice would be helpful to Michael as he prepares to retire as the world’s best boss?

Savant’s Chief Investment Officer Phil Huber and Director of Investment Research Gina Beall provide a mid-year market update and outlook.

In gymnastics, flexibility is key. Athletes train their bodies to stretch and adjust to changing speed and movement with total control and grace. Gold medal estate planning, in many ways, is no different.

Skateboarding, karate, surfing, sport climbing, and BMX freestyle are newer sports added to the Olympics in recent years. We will use this exciting global tradition to work our way through a mid-year market update.

When searching for an assisted living community for your loved one, it’s difficult to know exactly what to look for or which amenities matter most. Regional marketing specialist John Ruedi provides a helpful overview of key considerations as you evaluate your options.

As we near the end of July, daily new COVID-19 cases in the U.S. are at the lowest number since the pandemic began. This has given many people the confidence to resume normal activities as seen in passenger airline data. For the first time since the beginning of the pandemic, airline traffic has been positive.

Most index ETFs that invest in emerging markets hold a large allocation to China, roughly 30-40 percent, giving investors broad, diversified exposure. But if you’re thinking about buying individual Chinese stocks, Danny Noonan, an investment research analyst, suggests that you exercise caution.