Tag: COVID19
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.
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.
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.
What To Do If The Coronavirus Pandemic Is Forcing You Into Early Retirement
Considering an early retirement because of the pandemic? Financial advisor Jeff Lewis was recently featured in this story by Huffpost.com that outlines seven things to consider if you’re thinking about retiring sooner than planned.
Our Guide to the Coronavirus Crisis: 7-27-2020 Coronavirus Chart Pack
New cases in the U.S. showed some signs of peaking last week as continuing unemployment claims continued to drift lower. However, U.S. stocks fell while international stocks continued the risk asset rally.
Our Guide to the Coronavirus Crisis: 7-20-2020 Coronavirus Chart Pack
Value stocks rallied last week and equity valuations in U.S., international developed, and emerging market stocks reached very close to pre-crisis levels.
Investor’s Guide – Maintaining Your Sanity During COVID-19
In this guide, we examine five things that you can’t do and five things that you can do as we navigate this crisis. With this knowledge, you can find ways to take proactive steps to improve your financial health while avoiding costly missteps.
Why Name a Corporate Trustee in Your Estate Documents
Andrew Welp reviews the challenges of naming a family member as a trustee and outlines an alternative: incorporating a corporate trustee.