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Tag: COVID19

Article
November 18, 2020
the case for cash

The Case for Cash

We’ve all heard the saying “cash is king,” but what does that mean in a low interest rate environment? Financial advisor Chris Ruedi looks at how cash can be used in a portfolio and examines how much is enough to have on hand.

Article
November 17, 2020
Rebuilding company after pandemic

Rebuilding Your Company After the Pandemic

As 2020 draws to a close, this may be a good time to re-evaluate your business strategy. John Ruedi suggests several questions business owners can ask themselves as the pandemic continues.

Market Commentary
November 9, 2020
market wise chart pack

MarketWise: November 2020

Amid election uncertainty and rising daily COVID cases, broadly, risk assets paused in October. Reversing recent trends, U.S. small value stocks led the way from a return perspective.

Article
November 3, 2020
Estate Planning in a Pandemic

Tips for Estate Planning in a Pandemic

We recently hosted a webinar sharing guidelines for estate planning during this pandemic. Given the popularity of the event, we’ve summarized the top takeaways.

Savant Views & News
October 22, 2020
Estate Planning at home as a couple in 2020 2021

Estate Planning in the New Normal | On-Demand Video

Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.

Market Commentary
October 6, 2020
market wise chart pack

MarketWise: October 2020

Will the winners of November’s U.S. elections influence future stock market returns? Or should investors cut off the mic on the political talk over the next month? Investment perspective about politics, asset class performance, re-openings, and more in this month’s MarketWise.

Article
September 25, 2020
Like Odysseus, successful investors need to tie themselves to the mast so the siren songs of Wall Street don’t have an opportunity to tempt them into behaving impulsively or believing the latest fad or promise.

Avoid Wall Street’s Siren Songs: A Valuable Lesson from the Greek Hero Odysseus

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.

Article
September 22, 2020
planning for incapacity during the time of covid: planning

Incapacity Planning During the Time of COVID

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.

Market Commentary
September 9, 2020
market wise chart pack

MarketWise: September 2020

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.

Media Mention
September 3, 2020
Savant Capital Management

Behavioral Finance: Does it Play a Role in Investors’ Decisions

Financial advisor Chris Ruedi discusses the impact of behavioral finance and the steps to minimize the impact on financial portfolios.

Article
September 2, 2020
Retirement Readiness

Are You Ready for Retirement?

Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.

Media Mention
August 29, 2020
Savant Capital Management

Benefits of Rolling Over Your 401(K) to an IRA

Financial advisor Kevin Kingston outlines the potential benefits to consider in rolling over a 401(k) when retiring or leaving a job.