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.
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.
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.
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.
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.
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.
COVID-19 Pandemic Forces Many Into an Early Retirement
Financial advisor Jeff Lewis spoke with WREX-TV about mistakes that early retirees can avoid during the current health crisis.
Recessions Lead People to Make Big Money Mistakes
Financial advisor Maureen Wright was featured on Bloomberg.com. The article sought advice from eight financial advisors about mistakes to avoid during recessions.
Considering Divorce? How a Financial Advisor Can Help
If you’re considering divorce, you may want to take advantage of this time during COVID to do some research. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.
MarketWise: August 2020 Edition
We’re excited to introduce MarketWise! Through this monthly chart pack, Savant Wealth Management’s Investment Research Team will provide insights on current events & the economy, performance & performance drivers, as well as historical perspective.
Avoid These Frequent Estate Planning Mistakes
Financial advisor Kevin Kingston explains that “Without a plan, your financial affairs may be in disarray with court appointed decision makers instead of someone you choose, unnecessary time and expenses incurred and your objectives unfulfilled.”
What to Consider Before Tapping Into Your 401(K) Under the CARES Act
The decision to withdraw from your 401(k) is not easy. The CARES Act allows more flexibility to those in need, but it still may be difficult to know if it is the right choice for you.