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2021 created a new rivalry – those who believe inflation is temporary and others who believe it’s more indefinite. The U.S. inflation rate increased to nearly 5.4% year-over-year as of July 2021, the fastest rate of growth since 2008. Concern about rising inflation in the next few years has been a major point of contention.

The House Ways and Means Chairman recently released the current House version of the Build Back Better Act that contains pending tax reforms. The new bill contains a few tax surprises worth noting for taxpayers who want to be prepared for the tax climate ahead.

One of the most important decisions to be made when you are retiring or changing jobs is what action to take with your 401(k), 403(b), or any other employer-sponsored retirement plans. Financial advisor Kevin Kingston walks through several considerations.

While COVID-induced layoffs and furloughs accelerated retirement plans for some, Savant wanted to learn more about the pandemic’s effects on retirement plans for high-net-worth investors and whether factors like age or gender made a difference. See what our research found.

Retirement may seem a long way off, but there are things you can do to prepare now!

In this webinar recording, financial advisors Ryan Monette and Allison Alexander discuss strategies that can help you prepare to retire.

The concept of retirement – as we know it – has been around for more than a century with a premise of saving for “old age.” Savant’s retirement research paints a different picture of today’s retiree.

Most of us know someone who experienced a false-start retirement. After many rounds of golf or several vacations, they feel unfulfilled and return to work. Find out more about how to avoid a false-start retirement and the numbers behind this phenomenon.

So far, the markets seem unaffected by the Taliban’s return to power, but without a crystal ball, it’s difficult to know what any potential long-term implications are. In situations like this one, it can be beneficial to understand how the markets have treated other geopolitical events.

In this webinar, Savant advisors challenge and test the investment and financial planning world’s most common rumors, popular beliefs, and urban legends.

Elder abuse is fairly common, affecting at least one in 20 older adults. It takes a team of people – including financial and other advisors, family members, and the individual – to ensure the right protections are in place to prevent it from happening.

The prevailing narrative over the past few years was Big Tech is carrying the market. But this year, the rest of the market is punching back. Daniel Noonan, an investment research analyst, presents a high-level perspective of what’s driving the market.

Because of the “September Effect,” superstitious investors often steer clear of the market this time of year, claiming that it has historically produced low returns for the month of September.