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The Millennial generation is experiencing its second major economic crisis. Financial advisor Sarah McGinniss offers money tips to her generation to help plan for a better financial future amid COVID-19. The Millennial generation, individuals born between 1981 and 1996, is experiencing its second major economic crisis. First, it was the Great Recession of 2008 and now it’s the […]

Global stocks (+11.0%) started off the second quarter on a positive note. All equity asset classes posted gains for the month with U.S. small cap stocks (+13.7%) leading the way. Fixed income asset classes were mainly positive with intermediate‐term bonds (+1.4%) and TIPS (+2.8%) being the strongest performers. Alternative asset classes were mixed on the […]

The recent stretch of underperformance for small and value stocks has been challenging. Value and size factors have been pronounced dead before, only to come back with a vengeance. Is this time different? Or what is that light at the end of the tunnel? Everyone has a bad day at the office now and then, but a […]

This week, Savant’s Investment Research Team looks at COVID-19 cases potentially peaking in the U.S. and U.K., COVID-19 cases rising in Russia, equities continuing their rebound, and valuations around the globe. Download our 5-5-2020 Coronavirus Crisis Chart Pack

Financial advisor Sobhi Baghdadi is grateful for the freedoms that many of us take for granted. His vision of the American dream is now a reality. Since I immigrated to the United States seven years ago, I have never started a day without FaceTiming my parents overseas for at least five minutes. It’s a joyful morning routine […]

Are you looking for practical steps you can take to stay positive during this unsettling time? We welcomed Rod Ogilvie, a licensed counselor and executive coach, for a live interview with our CEO Brent Brodeski. Rod shared ideas on how to stay positive and how you can provide solid leadership to your family and colleagues.

Savant’s Investment Research team provides an update on the spread of COVID-19, the economy, as well as the impact on stocks, bonds, and alternatives. Discover more in our weekly Guide to the Coronavirus Crisis. Download our 4-28-2020 Coronavirus Crisis Chart Pack

On top of health concerns, many people are worried about their financial wellbeing. This is the time to lean on your trusted financial professionals to provide clarity on your specific circumstances and to put today’s coronavirus crisis in perspective relative to previous health or financial driven crises we have endured.  These are no doubt very […]

Alexander Strauss, financial planning and tax accountant, summarizes what we’ve learned from the 2019 tax return season and outlines possible tax reduction opportunities that you may be able to utilize next year. He also answers recent tax FAQs, including “Am I Eligible to Receive a Stimulus Check?” and “What’s The Deal With the New W-4?” […]

Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 modifications (even if you already took money out). The rules have changed for 2020. For those who are receiving distributions from IRAs, it may be […]

Under the CARES Act, payments for federal student loans are suspended through September, and interest rates are temporarily set to 0%. Read more for details on how this relief works. The passage of the CARES Act last month has prompted a flood of news related to stimulus payments for individual taxpayers, small business relief programs, […]

The COVID health crisis is affecting more than our pocketbooks and our social life. People are fearful, stressed, and anxious about the future. What’s our new normal? How do we cope? Savant’s CEO Brent Brodeski welcomes Rod Ogilvie, a licensed counselor and executive coach with Associates in Professional Counseling & Coaching, for a live interview on Tuesday, […]