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Past Commentary & Articles

All asset classes were positive in July with the strongest returns coming from global stocks. Despite the unfavorable economic data releases in recent weeks, markets have been looking forward in anticipation of better data and corporate earnings in the future.

In the past, bad news has been a friend to investors. That was the case in 1940s, in the 1980s and also in 2009. And it may be the case today.
We’re excited to introduce MarketWise! Through this monthly chart pack, Savant Wealth Management’s Investment Research Team will provide insights on current events & the economy, performance & performance drivers, as well as historical perspective.

The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those in need, but it still may be difficult to know if it is the right choice for you.
New cases in the U.S. showed some signs of peaking last week as continuing unemployment claims continued to drift lower. However, U.S. stocks fell while international stocks continued the risk asset rally.
Value stocks rallied last week and equity valuations in U.S., international developed, and emerging market stocks reached very close to pre-crisis levels.

In this guide, we examine five things that you can’t do and five things that you can do as we navigate this crisis. With this knowledge, you can find ways to take proactive steps to improve your financial health while avoiding costly missteps.

Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.

In this webinar, Chief Investment Officer Phil Huber and Director of Investment Research Gina Beall provided perspectives and insights related to the first half of 2020. You can watch the recording here.
Confirmed COVID cases increase, oil prices remain stable, and momentum stocks continue to rally in this week’s updated chart pack.

If the first half of 2020 is any indication of the second, the wild ride of 2020 could be far from over. This year has been a reminder of just how important it is to stay the course and focus on long‐term investment objectives, not short‐term news headlines.

June saw positive returns across the majority of asset classes but some economic indicators were shaky. Read our economic and market commentary for a recap of performance in June.