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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, […]

Savant’s Investment Research team dives further into what drove oil prices negative, the outlook for the economy, and what current valuations mean for future returns. Discover more in our weekly Guide to the Coronavirus Crisis. Download our 4-21-2020 Coronavirus Crisis Chart Pack

Thank you to all who registered and to those who participated in our Town-Hall Live Webinar on April 15. If you missed the live webinar or would like to watch it again, here’s the replay.

Yes, the ride is bumpy and we’re experiencing turbulence. But fasten your seatbelt and trust your pilot. If your flight plan is solid, you’ll still arrive safely at your destination. Chief Strategy and Innovation Officer Rob Morrison shares lessons we can learn from recent adversity. It’s been a bumpy ride for all of us on […]

Are you mourning and longing for life “pre COVID-19”? We certainly can’t control the current crisis, but we can help ourselves and those around us to move through the stages of grief. Savant’s Chief Communications and Culture Officer LaVonne Brown provides some perspective. I recently read an article from Harvard Business Review that completely validated many of […]

New COVID-19 cases have showed signs of initial peaks in some developed nations supporting recent stability in equity and credit markets. Discover more in our weekly Guide to the Coronavirus Crisis. Download our 4-14-2020 Coronavirus Crisis Chart Pack

If you’re thinking about reducing your exposure to stocks during a bear market, here are four questions to consider from financial advisor Brent Lindell. The last seven weeks have obviously been tumultuous for the stock market (would gut-wrenching be a better word?). Is it over? Are we coming close to the end of this awful […]

March experienced large swings across asset classes as markets entered the ominous beginning of the bear market. Global stocks fell (‐14.4%) as fear of the coronavirus blasted headlines. Both U.S. small value (‐26.0%) and international small value (‐19.1%) plummeted. Bonds attempted to steady markets as short‐term (+0.8%) came in positive for the month. Alternatives were […]

As a Savant client or friend, you’re invited to join an exclusive live webinar with Randal Quarles of the Federal Reserve Board about the COVID-19 crisis and its effect on markets, the economy, and business. UPDATE: This live event is over but you can access the “Navigating COVID-19: The Federal Reserve, Macroeconomic Forces, and Your Business” […]