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April 23, 2021

Bonds and Alternatives

by: Savant
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Evidence-Based Investing Video Series: Part 4 of 6

What are the role of bonds in a diversified portfolio? They can protect your investment when stocks are challenged. Phil Huber chief investment officer at Savant talks about why bonds are important and how to properly allocate and diversify your bond portfolio.

Watch Part 5

Discover the Research Behind and Benefits of EBI

Learn more about evidence-based investing (EBI) in a way that best fits your style in our multi-media learning center.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2021 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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May 2, 2021

The Proof Is Clear

In this video, chief investment officer Phil Huber reviews some of the main themes and concepts that were covered in the evidence-based investing series.
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May 1, 2021

Application and Monitoring

In this video, you’ll find out why we believe the process of portfolio rebalancing is crucial to your long-term success and how Savant manages for increased tax efficiency.
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April 22, 2021

International and Factor Investing

This video will address why international investing and global diversification are important. Chief investment officer Phil Huber will also provide an overview of factor investing and the evidence that supports it.
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