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 Coronavirus Crisis Chart Pack

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 impact me?” As we work together to deal with the growing impact of COVID-19, we at Team Savant are doing our part to help answer […]

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, individuals born between 1981 and 1996, is experiencing its second major economic crisis. First, it was the Great Recession of 2008 and now it’s the […]

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 as a guide to managing investments and helping plan ideal futures for our clients. Below we have highlighted six of our 30 maxims across five […]

Global stocks (+11.0%) started off the second quarter on a positive note. All equity asset classes posted gains for the month with U.S. small cap stocks (+13.7%) leading the way. Fixed income asset classes were mainly positive with intermediate‐term bonds (+1.4%) and TIPS (+2.8%) being the strongest performers. Alternative asset classes were mixed on the […]

The recent stretch of underperformance for small and value stocks has been challenging. Value and size factors have been pronounced dead before, only to come back with a vengeance. Is this time different? Or what is that light at the end of the tunnel? Everyone has a bad day at the office now and then, but a […]

This week, Savant’s Investment Research Team looks at COVID-19 cases potentially peaking in the U.S. and U.K., COVID-19 cases rising in Russia, equities continuing their rebound, and valuations around the globe. Download our 5-5-2020 Coronavirus Crisis Chart Pack

Are you looking for practical steps you can take to stay positive during this unsettling time? We welcomed Rod Ogilvie, a licensed counselor and executive coach, for a live interview with our CEO Brent Brodeski. Rod shared ideas on how to stay positive and how you can provide solid leadership to your family and colleagues.

Savant’s Investment Research team provides an update on the spread of COVID-19, the economy, as well as the impact on stocks, bonds, and alternatives. Discover more in our weekly Guide to the Coronavirus Crisis. Download our 4-28-2020 Coronavirus Crisis Chart Pack

On top of health concerns, many people are worried about their financial wellbeing. This is the time to lean on your trusted financial professionals to provide clarity on your specific circumstances and to put today’s coronavirus crisis in perspective relative to previous health or financial driven crises we have endured.  These are no doubt very […]

Alexander Strauss, financial planning and tax accountant, summarizes what we’ve learned from the 2019 tax return season and outlines possible tax reduction opportunities that you may be able to utilize next year. He also answers recent tax FAQs, including “Am I Eligible to Receive a Stimulus Check?” and “What’s The Deal With the New W-4?” […]

Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 modifications (even if you already took money out). The rules have changed for 2020. For those who are receiving distributions from IRAs, it may be […]