Tag: Investment Planning
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.
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.
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.
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.
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.
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.
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.
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.