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Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want to consider. Given the recent stock market decline due to the economic uncertainty over the outbreak and spread of COVID-19, now may be an opportune […]

With many of us working from home due to the COVID-19 virus, now may be the perfect time to get your financial affairs in order. Dominick Parillo shares a few easy things we can all do that won’t require a ton of effort.

In our next town-hall, our panel will cover the latest information on COVID-19, the state of the market, and address frequently asked questions surrounding this unprecedented time. New this month, we’re allowing even more time for live Q&A. Panel of speakers: Brent Brodeski, Chief Executive Officer Dr. Brian Knabe, Financial Advisor and Practicing Physician Phil […]

COVID-19 cases continue to rise around the globe, but capital markets have shown signs of resiliency in this week’s update.  Savant’s Investment Research team digs into the details with charts to provide perspective. Download our 4-7-2020 Coronavirus Crisis Chart Pack

In this video, Savant CEO Brent Brodeski shares his insights about how the current crisis affects our sense of wellbeing in five different areas – career, social, financial, physical, and community.  During this time of uncertainty, our wellbeing is being attacked on multiple fronts with unprecedented intensity. Given the realities of social distancing, the disruption […]

The CARES Act is nearly 1,000 pages long and full of provisions that affect small businesses. This white paper is an attempt to help you, the small business owner, navigate these waters.

If you’ve been able to remain in a comfortable financial position amidst the COVID-19 pandemic, you may be wondering if and how the newly passed CARES Act legislation may impact you. Financial advisor J. Peter Doyle reviews some strategies. The COVID-19 pandemic and the resulting CARES Act legislation have changed life as we know it […]

What options does a small business have from the Coronavirus Aid, Relief and Economic Security (CARES) Act?  In this blog, Christopher Plagge, CPA, EA, reviews the options and their requirements. Still stumped? Our flow chart for small business owners can help you determine what you qualify for. As I write this, the President just extended […]

Now that the Coronavirus Aid, Relief, and Economic Security (CARES) Act has been signed into law, you’re probably wondering if and how it applies to you. We recently put together an educational video on the key provisions for individuals and small business owners.

Financial advisor Jakob Loescher reviews how Gen Xers and Millennials can benefit from the Coronavirus Aid, Relief and Economic Security (CARES) Act. Most of the articles I’ve seen offering advice on how to get through the pandemic and associated economic downturn have been geared toward retirees and business owners. But I want to concentrate on […]

Investors have been forced to deal with higher levels of volatility across stocks, bonds, and alternatives since mid-February as markets attempt to price in the risk of the Coronavirus and an oil price war between Saudi Arabia and Russia. Savant’s Investment Research team is digging into the details with charts to provide perspective around coronavirus […]

This update from Chris Plagge, Savant’s Director of Tax and Business Services, explains who is eligible for relief under the new provisions put out by the IRS and outlines the mechanics of filing your return and estimated payments. You know it is strange times when one day after I write an article explaining new provisions […]