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Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my full retirement age, even if they will be permanently reduced?” Financial advisor Sobhi Baghdadi reviews some considerations. “Should I claim my Social Security benefits before my full retirement […]

There is one investment formula which transcends asset classes and prevails across global markets: The intrinsic value of any security is equal to the net present value of future expected cash flows. This is an ever important formula to remember, especially now when many of our lives are in a current state of disruption.   Looking at […]

As historically bad economic data points continue to roll in, risk assets have continued rallying as investors look to the future in updates to this week’s chart pack. Download our 5-12-2020 Coronavirus Crisis Chart Pack

We answer frequently asked questions, including “Should I make changes to my portfolio in response to the coronavirus?” and “I heard that Savant is undergoing some changes, how will they impact me?” As we work together to deal with the growing impact of COVID-19, we at Team Savant are doing our part to help answer […]

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 […]