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Tag: Investment Planning

Article
March 5, 2021

Buy High, Sell Higher

Most investors are familiar with the sage advice to “buy low and sell high.” But what happens if the market approaches another record? Senior investment research analyst Eamon Verdone looks into this question and provides historical context.

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February 19, 2021
Evidence-based investing ebi

Evidence-Based Investing White Paper

This paper introduces the methods and conclusions of Evidence-Based Investing and relates how an investor can best capture market gains while avoiding the pitfalls of conventional approaches. In doing so, this paper will demonstrate the tangible benefits of a scientific approach for the individual investor.

Article
February 17, 2021
ESG investing is an accelerating trend - more investors are deciding to align their portfolios with their beliefs every year.

ESG Investing: Does Investing for Good Impact Performance?

While few can afford the philanthropic reach of well-known billionaires, mainstream investors can now align their investment portfolios with their personal beliefs. Senior investment research analyst Eamon Verdone provides more information about ESG Investing and how it may impact performance.

Article
February 15, 2021
value investing

A Value-able Roadmap

Investors are always looking for a roadmap that will reveal the path to market-beating returns. For long-term investors, we can look to one of the market’s worst kept secrets: value investing.

Article
January 27, 2021
performance of value stocks in 2021

Value on the Horizon

Investment research analyst Danny Noonan looks back at the recent strong performance of value stocks and discusses possible scenarios for 2021.

Article
January 26, 2021
Should You Buy Company Stock as Part of your 401(k

Does it Make Sense to Buy Company Stock as Part of your 401(k) Plan?

Does it make sense to buy company stock as part of your 401(k) plan? It may be beneficial from a tax perspective. Wealth strategy associate Alexander Strauss explains this tax strategy in his latest blog post.

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January 25, 2021
Forward Looking Returns Whitepaper

Forward-Looking Returns White Paper

Learn more about Modern Portfolio Theory and how we developed our investing methodology.

Article
January 4, 2021
am i over-insured? balancing act

Comprehensive and Integrated Planning for Your Financial Future

Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.

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.

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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.