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Tag: Investment Planning

Featured
October 6, 2026
rising interest rates

Impact of Rising Interest Rates

Interest rates are rising and reshaping bond markets. Explore the key drivers behind the increase and how TIAA Traditional may fit into a fixed income strategy.

Article
October 2, 2026
retirement planning, investment planning, behavioral finance

Is Keeping Too Much Money in Cash Riskier Than You Think? 

Keeping too much money in cash may feel safe, but it can carry hidden costs. Learn how to match investment risk to what your money needs to do.

Article
October 1, 2026
Rebalancing: The Simple Habit That Keeps Your Investment Blueprint on Track

Rebalancing: The Simple Habit That Keeps Your Investment Blueprint on Track

Rebalancing keeps your portfolio aligned with your plan. Learn how it may help manage risk, soften downturns, and put buy-low, sell-high discipline to work.

Savant Views & News
September 30, 2026
ax Strategies for High-Net-Worth Investors Video from Savant Wealth Management

Tax Strategies for High-Net-Worth Investors Video from Savant Wealth Management

Watch the video “Tax Strategies for High-Net-Worth Investors” to learn expert strategies on taxation. Get practical tips from Savant Wealth Management.

Savant Views & News
September 23, 2026
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Navigating Health, Wealth, and Estate Decisions Video from Savant Wealth Management

Watch the video “Navigating Health, Wealth, and Estate Decisions” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.

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.

Home
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.

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