How the Premium Tax Credit Can Help You Save on Health Care Costs
Determining whether you qualify for the Premium Tax Credit may seem daunting. Wealth Strategy Associate Abigail Ogden reviews the eligibility requirements and mechanics of how these credits work. Premium Tax […]
Our Guide to the Coronavirus Crisis: 6-2-2020 Coronavirus Chart Pack
Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Risk assets continue to surge as continuing unemployment claims data verify that some citizens are beginning to return to […]
Delayed Stimulus Payments, Income Taxes, and Continual IRS Changes, Oh My!
Kelli Peterson answers your frequently asked questions around stimulus payments, including, “Is my stimulus payment taxable?” and “I received a payment for a deceased taxpayer. Now what?!” It seems every […]
Our Guide to the Coronavirus Crisis: 5-26-2020 Coronavirus Chart Pack
Our Investment Research Team’s latest update to the Coronavirus Crisis chart pack includes new cases drifting lower in the U.S., equity markets showing stability, and interest rates steadying. Download our […]
Register for Navigating Turbulent Financial Markets with Dr. Apollo Lupescu
If you ask three people about what investors need to think about regarding recent market volatility, you’ll likely get three distinct answers. If you’re looking for market analysis based on […]
Are you looking for practical steps you can take to stay positive during this unsettling time? These videos can help you stay positive, stay grateful, and provide solid leadership to your family during this strange time.
I Needed Cash and Claimed My Social Security Benefits Early – Now What?
Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my […]
The Forward Looking Nature of Markets
There is one investment formula which transcends asset classes and prevails across global markets: The intrinsic value of any security is equal to the net present value of future expected cash […]
Our Guide to the Coronavirus Crisis: 5-12-2020 Coronavirus Chart Pack
As historically bad economic data points continue to roll in, risk assets have continued rallying as investors look to the future in updates to this week’s chart pack. Download our 5-12-2020 […]
What’s on Your Mind?
We answer frequently asked questions, including “Should I make changes to my portfolio in response to the coronavirus?” and “I heard that Savant is undergoing some changes, how will they […]
A Millennial Financial Advisor’s Advice to Her Own Generation
The Millennial generation is experiencing its second major economic crisis. Financial advisor Sarah McGinniss offers money tips to her generation to help plan for a better financial future amid COVID-19. The Millennial generation, […]
Maxims for Good and Bad Markets
As we progress through this challenging economic and volatile market environment, we think it is important to illustrate that Savant’s long-standing philosophical beliefs established in 1993 still hold true today […]