Tag: Investment Planning
2020 First Half Review: Tale of Two Quarters
If the first half of 2020 is any indication of the second, the wild ride of 2020 could be far from over. This year has been a reminder of just how important it is to stay the course and focus on long‐term investment objectives, not short‐term news headlines.
Our Old Friend Volatility is Back
Just as many people were starting to think markets only move in one direction, the pendulum has swung the other way. Financial advisor Edward Cruickshank offers seven simple truths to help you live with volatility.
Sell in May – Go Away!
Market timing blares its horn each spring as the common adage rings, “Sell in May and Go Away!” This calls for selling your portfolio in May only to reinvest the […]
Market Update – May 2020
May saw positive returns in the market across the majority of asset classes. U.S. small (+6.5%) led the charge domestically while international small came in strong (+7.0%) as well. Global […]
It’s Tax Day in July! Postponed Tax Deadlines Coming Soon.
Receiving an extra three months to file your tax return can seem like an unexpected gift. But we’re creatures of habit, so pay close attention to the dates because many […]
Why Is the Market Going up When the Economy Is Going Down?
Financial advisor Cal Brown explains why the stock market and the economy don’t always move in lockstep.
Our Guide to the Coronavirus Crisis: 6-2-2020 Coronavirus Chart Pack
Our Investment Research Team’s latest update to the Coronavirus Crisis Chart Pack: Risk assets continue to surge as continuing unemployment claims data verify that some citizens are beginning to return to […]
The Forward Looking Nature of Markets
There is one investment formula which transcends asset classes and prevails across global markets: The intrinsic value of any security is equal to the net present value of future expected cash […]
Our Guide to the Coronavirus Crisis: 5-12-2020 Coronavirus Chart Pack
As historically bad economic data points continue to roll in, risk assets have continued rallying as investors look to the future in updates to this week’s chart pack. Download our 5-12-2020 […]
What’s on Your Mind?
We answer frequently asked questions, including “Should I make changes to my portfolio in response to the coronavirus?” and “I heard that Savant is undergoing some changes, how will they […]
A Millennial Financial Advisor’s Advice to Her Own Generation
The Millennial generation is experiencing its second major economic crisis. Financial advisor Sarah McGinniss offers money tips to her generation to help plan for a better financial future amid COVID-19. The Millennial generation, […]
Maxims for Good and Bad Markets
As we progress through this challenging economic and volatile market environment, we think it is important to illustrate that Savant’s long-standing philosophical beliefs established in 1993 still hold true today […]