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Past Commentary & Articles

The proposed American Families Plan could change the tax relief we have recently grown accustomed to. The plan raises a number of issues and possible strategies for taxpayers to consider in 2021.

If you have a second home or are thinking about purchasing one, you may want to think about how the proposed American Families Plan may affect how it is taxed. Financial advisor Jeff Lewis takes a closer look.

While buzzwords like inflation, gold, and Bitcoin draw attention, markets do not appear overly concerned by inflation. And even if inflation rears its ugly head, do gold and Bitcoin actually represent hedges against the risk? Senior investment research analyst Eamon Verdone examines the answer to this question in his blog post.

Many are debating the aftereffects of COVID-19, particularly, inflation. Investment research analyst Danny Noonan dissects the inflation question and frames the debate with thought-provoking examples and charts.

A helpful overview of how a well-executed estate plan can support women as they transition through different life stages.

Brent Brodeski, Savant’s CEO, shares his insights about personal and professional success with the graduating class of 2021. His wisdom focuses on six themes including the importance of taking risks, lifelong learning, and more.

Through a combination of divorce and widowhood, almost 90% of women end up managing their finances alone at some point in their lives. This hour-long educational webinar will provide several tips to help you face the future with confidence.

College admissions trends are changing. Financial advisor Janet Petran provides an overview of some of the latest trends regarding test scores, essays, reference letters, and more in her recent blog.

Markets slowed in May as investors weighed inflation risks versus above-trend economic growth in the U.S. But international stocks, bonds, and alternatives continued pushing forward with positive returns. Just how have increases in debt impacted future returns historically? All that and more in June’s edition of MarketWise!

Family vacation homes often provide a retreat for you and your family to gather and enjoy each other’s company. Financial advisor Jeff Lewis discusses the emotional attachment and unique planning challenges that can come from owning a second home.

There are two main purposes of a well-executed estate plan — protection and direction. This blog is the second installment of a three-part Cents of Self series about estate planning for women.

Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.