Tag: Investment Planning

Article
January 20, 2026
Tree Roots

Maxims for Good and Bad Markets

Recent tariff shifts have fueled sharp swings across global markets, triggering renewed bouts of volatility. Investor sentiment has been unsettled as policy uncertainty and shifting trade dynamics.

Article
January 13, 2026
employee engagement retirement planning

Making Retirement Plans Work for Everyone: Practical Ways to Increase Engagement

If you’re an employer or plan sponsor, you have the ability to help make saving for retirement simpler, friendlier, and more effective for everyone.

Article
January 13, 2026
401k

Big Changes Ahead for 401(k) Plans in 2026

Now is the time to review your 401(k) strategy and confirm your plan aligns with the latest rules, whether you’re an employer ensuring compliance or an employee maximizing contributions.

Article
January 6, 2026
sustainable withdrawal rates retirement

Safeguarding Sustainable Withdrawal Rates: How Sequence of Returns Risk Can Make or Break Your Retirement

Learn how sequence of returns risk can impact your retirement withdrawals. Discover strategies designed to help protect your long-term wealth.

Article
January 2, 2026
Imposter Scams

Investors Beware: Investment Group Imposter Scams on the Rise

Learn how to spot and avoid investment group imposter scams. Get tips from FINRA and Savant Wealth Management to help you recognize and report fraud.

Article
November 19, 2025
401(k) changes coming in 2026

401(k) Changes Coming in 2026: What High Earners Need to Know About Roth Catch-Up Contributions

Starting Jan 1, 2026, high earners must make 401(k) catch-up contributions as Roth under SECURE 2.0.

Home
November 13, 2025
financial health when transitioning universities

Financial Health Considerations When Transitioning Universities or Leaving Academia

Explore retirement plans, health coverage, and provider choices to help you make informed benefit decisions when moving between universities or leaving academia.

Article
November 3, 2025
looking over financial details

Make Big Financial Decisions Without Overlooking Small Details

Learn why aligning risk with your goals and paying attention to fees and taxes may help improve long-term financial outcomes.

Article
October 15, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

Market Timing vs. Putting it in a Drawer

Market timing sounds logical but rarely works. Learn why a steady, long-term approach beats chasing perfect entry and exit points.

Article
October 14, 2025
Market Update Graphic, Zach Ivey Market Insights

Q3 2025 Market Insights: Why We Believe Discipline and Diversification Still Win

Explore Savant Wealth’s Q3 2025 Market Insights: Economic trends, stock performance, and why disciplined, diversified investing contributes to long-term success.

Article
October 9, 2025
Roth Conversions

Roth Conversions: The Good, the Bad, and the Ugly

In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Article
October 1, 2025
government shutdown

Government Shutdown Begins: What It Means for Markets and the Economy

Markets face uncertainty as the U.S. government shuts down. See what it means for your portfolio and why discipline matters.

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