Tag: COVID19

Market Commentary
September 9, 2020
savant market wise marketwise 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 Wealth 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.

Media Mention
August 29, 2020
Savant Wealth 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 Wealth 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.

Market Commentary
August 6, 2020
Savant Wealth 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 Wealth 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.”

Article
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.

Media Mention
July 29, 2020
Savant Wealth Management

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.

Market Commentary
July 27, 2020
Savant Wealth Management

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.

Market Commentary
July 20, 2020
Savant Wealth Management

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.

Article
July 17, 2020
no alt text set

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.

Article
July 14, 2020
three generations of family

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.