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In this webinar, you’ll learn how to select the best account to use for college funding and questions to ask yourself when setting your college-savings goal.

Custom indexing appears to potentially be the next disruptive force in asset management. In the same way the invention of the exchange-traded fund (ETF) took assets away from mutual funds, custom indexing will likely compete for assets with ETFs and mutual funds in the years ahead.

Longevity educator Scott Fulton shares the science behind how we can influence our rate of aging and how to make health investments that can pay us back in years.

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.