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Past Commentary & Articles

Article
June 17, 2019
Savant Wealth Management

The yield curve inverted. So what? What does it mean, and what should you do? A yield curve is a plot of interest rates on bonds (typically U.S. Treasury bonds) of various maturity lengths. Some bonds mature in thirty days, some in three months, one year, two years, five years, ten years, on up to […]

Market Commentary
June 10, 2019
Market Update - Stock Ticker

Global stocks fell 6.0% during May which resulted in year‐to‐date returns now standing at 9.1%. China (‐13.1%) was among the worst performing markets during the month amid escalating trade tensions. Bonds were broadly positive with short‐term (+0.4%), intermediate‐term (+1.3%), TIPS (+1.7%), and international bonds (+1.5%) all posting gains for the month. Alternatives were down during […]

Market Commentary
June 10, 2019
Microscope

First quarter earnings for 2019 were inevitably going to draw a lot of attention in the wake of increased market volatility, ongoing trade tensions, and growing discussions about a potential earnings recession. Now that the results are in, let’s take a closer look at what the data shows.  The good news is that an earnings […]

Article
June 4, 2019
Unicorn

Tech unicorns – start-up companies valued at over $1 billion such as Uber, Pinterest, Airbnb and Slack – have become some of the world’s most valuable start-ups over the past several years. While these companies and several others have grown rapidly, they have been primarily funded through venture capital and have remained privately held. Recent […]

Article
June 4, 2019
Long & Straight Road

Since childhood, many of us have set financial goals. Perhaps it was saving for our first bike or an ice cream treat, or simply enjoying our first taste of wealth as it accumulated in the piggy bank. Whether these actions were influenced by our parents attempting to teach responsibility or it turned out to be […]

Article
May 20, 2019
Budget

Do you have a loved one who is disabled or who has special needs? Many times individuals with special needs rely on public benefits such as Supplemental Security Income (SSI), Medicaid, and other programs to help with living expenses. In order to retain eligibility for such benefits, the individual’s cash and investment assets may not […]

Wise Women
May 20, 2019
Holding Hands

“What did the doctor say?” A diagnosis of a serious illness can be life changing. The need to understand treatment options and to receive medical care is often overwhelming. A new diagnosis can impact not only your day-to-day routine, but also the people who are close to you. Finances can also be impacted. In fact, […]

Article
May 14, 2019
Building Block Toys

At one time or another, we all have likely heard someone longing for the “good old days.” It is quite common to look back nostalgically at simpler times when we had less stress and fewer responsibilities. While there are certainly advantages to growing up and getting older, we can glean some financial wisdom from the […]

Article
May 14, 2019
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We made it through an exciting year of tax reform, and hopefully you did too! The changes to the tax code created many challenges – and opportunities. This article aims to summarize what we saw after preparing several thousand tax returns, as well as offer opportunities that you may be able to utilize next year. If […]

Market Commentary
May 13, 2019
Brexit

The UK vote in June 2016 resulting in the decision to leave the European Union (EU) was historic! However, here we are three years later with uncertainty still surrounding that decision. The UK was originally due to leave the EU on March 29, 2019; however, the withdrawal agreement reached between the EU and the UK […]

Article
May 13, 2019
College Student Going To Class

It is that time of year again when parents find themselves becoming empty nesters as their kids head off to college. It is a time full of important, and not important, decisions to be made. Picking out the right towels, bedding, computer, books, clothes, and mini-fridge can quickly become overwhelming.  However, there is a lot […]

Market Commentary
April 30, 2019
Market Update - Stock Ticker

Global stocks rallied 3.3% during April resulting in a 16% year-to-date return. Markets that led with some of the strongest returns during the month were Germany (+7.0%), South Africa (+8.1%), and Sweden (+6.1%). Short- and intermediate-term bonds rose 0.2% for the month. Alternatives generally pulled back during April with the exception of managed futures (+0.5%).  […]