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Tag: COVID19

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.

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.

September 2, 2020
Retirement Readiness Questions to Answer Before you Retire

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.

Media Mention
August 28, 2020
Savant Capital Management

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.

Media Mention
August 15, 2020
Savant Capital Management

Recessions Lead People to Make Big Money Mistakes

Financial advisor Maureen Wright was featured on The article sought advice from eight financial advisors about mistakes to avoid during recessions.

August 12, 2020
Considering Divorce

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.

Market Commentary
August 6, 2020
Savant Capital Management

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.

Media Mention
August 4, 2020
Savant Capital Management

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.”

August 3, 2020
What to Consider Before Tapping Into Your 401(k)

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.