Tag: Investment Planning

Article
August 24, 2026
sustainable investing, investment planning

Sustainable Investing: Aligning Investments with Your Personal Values 

Learn how sustainable investing uses ESG considerations to align a portfolio with your values, how performance compares, and what trade-offs to weigh.

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August 21, 2026
Biggest Financial Risks Facing High-Net-Worth Families

Biggest Financial Risks Facing High-Net-Worth Families Video from Savant Wealth Management

Watch the video “Biggest Financial Risks Facing High-Net-Worth Families” to learn expert strategies on financial planning. Get practical tips from Savant Wealth Management.

Article
July 31, 2026
Knoxville Financial Planning

How Knoxville’s Growing Economy Can Influence Your Long-Term Financial Plan 

Learn how financial planning in Knoxville, TN is shaped by local economic growth, from rising home values to career shifts and business ownership changes.

Article
July 28, 2026
Still Need a Financial Advisor in the Age of Information Overload

Why You Still Need a Financial Advisor in the Age of Information Overload 

As financial information becomes commoditized, Savant explains what actually sets financial advice apart: perspective, a clear plan, and a disciplined process.

Article
July 16, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

Why Did the Stock Market Fall Today? 

Market swings can feel unsettling. Learn why short-term market moves can be unpredictable and why discipline matters.

Article
July 15, 2026
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What To Do If You Receive a Large Sum of Money

Explore strategies for managing a large sum of money, including tax planning, investment decisions, and long-term financial planning.

Article
July 15, 2026
Index Funds, investment strategy, risk tolerance and investment philosophy

Top Questions to Ask About Risk Tolerance and Investment Philosophy

Learn key investment risk tolerance questions, how to evaluate investment philosophy, and what to consider when choosing a financial advisor.

Article
July 15, 2026
Strategies for Knoxville Investors

Building Wealth Beyond Your Retirement Accounts: Strategies for Knoxville Investors

Learn how wealth management in Knoxville can help investors potentially build wealth beyond retirement accounts through tax-smart investing and estate planning.

Article
July 14, 2026
Planning for a liquidity event before retirement

Planning for a Liquidity Event Before Retirement 

Learn key strategies for planning for a liquidity event, including tax planning, business exit planning, investment decisions, and wealth transfer considerations.

Article
July 13, 2026
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Navigating the Widow’s Tax Penalty: Financial Strategies for Surviving Spouses

The widow’s tax penalty can hit either surviving spouse with a higher tax burden. Understand the impact and explore strategies to protect your finances.

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July 10, 2026
university phased retirement

Financial Planning Opportunities to Consider When Entering Phased Retirement 

Phased retirement helps university employees transition gradually, mentor others, and explore tax, Medicare, and investment planning before full retirement.

Article
July 9, 2026
Dallas Executives Optimize Wealth Strategy

How Dallas Executives May Optimize Compensation and Long-Term Wealth Strategy

Explore how executives in Dallas, Texas can approach compensation planning, taxes, retirement, and long-term wealth management decisions.

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