Tag: COVID19

Media Mention
December 30, 2020
Savant Wealth Management

Making Financial New Year’s Resolutions During a Pandemic

Financial advisor Brent Lindell spoke with Wake Up Wisconsin on WKOW to share some financial New Year’s resolutions and how to accomplish them.

Article
December 28, 2020
Pandemic-Aid Bill

Highlights of the Recent Pandemic-Aid Bill

President Trump just signed the Pandemic-Aid Bill, which includes stimulus payments, unemployment benefits, and small business aid. If you’re wondering how this may apply to you, this post provides a concise, high-level summary.

Article
December 17, 2020
adding money management to your New Year’s resolution list.

Is Money Management Part of Your Self-Care Regimen?

Self-care has been a popular topic in 2020. Have you thought about adding money management to your weekly regimen? With 2021 on the horizon, consider adding it to your New Year’s resolution list.

Article
December 16, 2020
Special 2020 $300 Deduction

Supporting Nonprofits in 2020

It’s the season of giving and there is still time to take advantage of possible tax breaks in 2020. Financial advisor Justin Smith discusses several charitable giving options in his blog post.

Home
December 7, 2020
savant market wise marketwise chart pack

MarketWise: December 2020

Markets surged in November with value and small stocks leading the charge. But what does that mean for the months to come? Take a look at the data behind that and more in December’s edition of MarketWise!

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
savant market wise marketwise 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
Get Your Financial House in Order

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
savant market wise marketwise 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.