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Tag: Investment Planning

Article
September 2, 2020
Own the Haystack

Own the Haystack!

Identifying the big winners of the stock market ahead of time is unlikely. And as such, it would be wise to focus on owning the haystack rather than searching for the needle.

Article
September 2, 2020
return premium to our factors

The Factor Zoo

Professionals have developed theories about factors since 1964. Explore the return premium to our factors: some are big, some are small and some don’t exist at all.

Article
August 31, 2020
Apollo Lupescu

Our Afternoon Chat with Apollo Lupescu

Savant recently hosted a “Navigating Turbulent Financial Markets” webinar with Apollo D. Lupescu, Ph.D., Vice President of Dimensional Fund Advisors. Given the favorable feedback from the event, we are pleased to summarize a few of the takeaways.

Home
July 11, 2020

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.

Article
July 1, 2020

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.

Article
June 9, 2020
Computer Stock Review

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 Commentary
June 9, 2020
Market Update - Stock Ticker

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 […]

Article
June 3, 2020
Economy & Stock Alignment

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.

Market Commentary
June 2, 2020
Savant Capital Management

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 […]

Article
May 12, 2020
Abstract Graph

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 […]

Market Commentary
May 12, 2020
Savant Capital Management

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 […]

Article
May 12, 2020
On Your Mind

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 […]