Tag: Investment Planning
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.
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.
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.
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.
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.
High Earners 50+ Are About to Lose a Major 401(k) Tax Break
Starting in 2026, high earners 50+ must make 401(k), 403(b), and 457(b) catch-up contributions as Roth. Learn what’s changing and how to prepare.
Financial Planning for Columbia Families: Balancing Education, Inheritance, and Retirement Goals
Families in Columbia, South Carolina, often face the challenge of balancing multiple financial priorities. Between saving for college, planning for retirement, and preparing to transfer wealth, it can be difficult to know where to focus first. Each goal is important, but pursuing them can be easier with coordination and professional guidance. Working with a family […]
What Atlanta Residents Should Know About Building a Long-Term Investment Strategy
Learn how a fiduciary financial advisor in Atlanta helps build long-term investment plans through risk analysis, diversification, and disciplined strategy.
Interpreting the Fed’s September Rate Cut
The Fed’s September 0.25% rate cut marks its first since 2024, aiming to balance slowing job growth with inflation risks. Explore what this means for markets, why diversification matters, and how investors can stay disciplined amid uncertainty.
Raising Stewards, Not Spenders: Helping to Empower the Next Generation
Wealth alone won’t last. Learn how to raise the next generation as stewards by instilling values, discipline, and purpose to help preserve your legacy.
Rethinking Retirement Benefits: Cash Balance Plans for Small- to Mid-Sized Businesses
With careful design and proper administration, a cash balance plan can be more than just a retirement vehicle; it could become a long-term strategy for growth, talent retention, and financial efficiency.
Year-End Planning for Executives: Strategies to Optimize Incentives, Personal Finances, and Taxes
Discover year-end planning strategies for executives to help optimize incentives, taxes, and personal finances heading into 2026.