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Tag: Diversifier

August 6, 2020
victory lap career

Leveraging Your Intellectual Capital in Victory Lap Retirement

Rob Morrison talks about how you can put your intellectual capital to work by pivoting to a transitional career (a victory lap career) as you approach retirement age.

July 14, 2020
What if I told you I think you can actually have the best of both worlds? That it is possible to have the deep relationship of a loved one, coupled with the expertise and non-family-conflict of a corporate trustee?

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.

April 8, 2020

Wealth Transfer Opportunities Amid the Uncertainty of COVID-19

Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want […]

April 3, 2020
Savant Capital Management

CARES Act Small Business Relief Provisions White Paper

To help businesses attempt to weather the storm, Congress and the President signed into law the Coronavirus Aid, Relief, and Economic Security Act  (“the CARES Act”). The CARES Act is […]

March 17, 2020
Market Declines

The Market is Down – What Can You Do?

A sharp market decline can be terrifying, especially if you’re approaching or in retirement. But even a bear market can present opportunities for investors. Here are 10 possibilities. “Panic is not […]

November 17, 2018

Small Business Owners: Do You Know Your Retirement Plan Options?

Are you an owner or employee of one of America’s 28 million small businesses? Are you a stay-at-home mom that has a “side hustle”? Do you work full time but […]

White Papers
June 19, 2018

Approaching Zero Taxes

Investment Tax Tools to Help Maximize After-Tax Wealth Our “Approaching Zero Taxes” white paper provides an approach to investing known as “tax-efficient investing.” This group of concepts and investment tax […]