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Having a well thought out and organized estate plan is one of the kindest things you can do for your family and heirs. Financial advisor Libby Muldowney discusses the basic estate planning documents that should be considered, the reasons why you should have an estate plan, and how an estate plan can evolve over time to meet the changing needs of your life stages.

In its simplest form, momentum investing means buying stocks that have recently performed well and selling those that have performed poorly. Danny Noonan, an investment research analyst, provides a high-level overview of this investing strategy.

Are you interested in using 529 college savings plans for your child or grandchild but aren’t sure if you know enough about them? Financial advisor Maureen Wright provides a helpful overview to get you started.

In this on-demand webinar, financial advisors Libby Muldowney and Maureen Wright will show you how to tailor money lessons for your young ones, tweens, teens, and 20-somethings! You’ll also learn how personality can impact financial behavior.

Financial advisor Janet Petran imparts financial wisdom she gained from her own experience of saving for retirement. She includes several investing tenets that have helped shape her own retirement savings philosophy.

As we move closer to normalcy and post-pandemic life, Brent Brodeski, Savant’s CEO, offers seven thought-provoking questions. Taking the time to think about and answer them can help you get deliberate and focused as you travel further down the road toward your ideal future.

In this video, chief investment officer Phil Huber reviews some of the main themes and concepts that were covered in the evidence-based investing series.

In this video, you’ll find out why we believe the process of portfolio rebalancing is crucial to your long-term success and how Savant manages for increased tax efficiency.

It may seem like investors are flush with cash, which is earning next to nothing in the bank. Unfortunately, this situation has encouraged some “casino behavior” playing out in different assets. Investment research analyst Danny Noonan expands on this topic in his latest blog post.

In this on-demand webinar, you’ll learn five tax-smart strategies to make the most out of your charitable giving.

This on-demand webinar looks beyond retirement savings to help you design the post-career life that’s right for you.

What are the role of bonds in a diversified portfolio? They can protect your investment when stocks are challenged. Phil Huber chief investment officer at Savant talks about why bonds are important and how to properly allocate and diversify your bond portfolio.