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With a presidential election on the horizon, it’s important to examine how Biden’s tax proposal may affect America’s top earners. Financial advisor Justin Smith takes a high-level look at Biden’s tax proposal to give you a concise overview.

Although the story about the Greek hero Odysseus was written long ago, it has valuable lessons about the markets. Find out more in this blog post by Ed Cruickshank.

In today’s environment, it’s critical to make sure that the health care directives in your estate plan are up-to-date and complete. Dom Parillo talks about your power of attorney for health care and why it’s important.

It’s election season and some pundits are broadcasting their outlook for the markets based on a Republican or Democratic White House. Are markets really affected by election results? Danny Noonan addresses this question in his latest blog post.

The market continued back to new all-time highs in August, but economic data points show the recovery not yet in full force. More in September’s MarketWise.

How do you teach a fifth grader about personal finance? Financial advisor Maureen Wright outlines several creative examples she used in her Zoom presentation to a fifth-grade class.

This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.

Identifying the big winners of the stock market ahead of time is unlikely. And as such, it would be wise to focus on owning the haystack rather than searching for the needle.

Professionals have developed theories about factors since 1964. Explore the return premium to our factors: some are big, some are small and some don’t exist at all.

Savant recently hosted a “Navigating Turbulent Financial Markets” webinar with Apollo D. Lupescu, Ph.D., Vice President of Dimensional Fund Advisors. Given the favorable feedback from the event, we are pleased to summarize a few of the takeaways.

Because of COVID-19, many are faced with the choice of returning to work or entering a forced retirement. If you’re faced with involuntary retirement, here are five things you should consider.

The market seems to indicate the pandemic’s impact will be similar to a natural disaster; severe but temporary, with nearly a full recovery once the risk has passed. So what could propel the market from here?