Tag: Investment Planning

Article
July 11, 2025
navigate stock market

56 Days to Rebound: What Q2 Taught Us About Staying the Course

Q2 proved the value of being globally diversified. See how international markets, patient strategies, and staying the course rewarded investors in 2025.

Article
July 8, 2025
summer financial planning

Your Summer Financial Planning Checklist

The summer season offers a great chance to revisit your finances with a fresh perspective.

Article
July 2, 2025
US Senate tax bill

Senate Narrowly Passes Major Tax Overhaul: Here’s What It Means for You

Senate passes tax bill that locks in 2017 cuts, raises estate exemptions, and adds new deductions, shaping tax policy for years to come if signed into law.

Article
June 30, 2025
401k Starting Early

The Long-Term Power of Starting Early in a 401(k)

Maximize your retirement savings by starting your 401(k) early. See how time and compounding can help grow your wealth for the future.

Article
June 25, 2025
One Big Beautiful Bill Act (OBBBA)

Where Things Stand: The Legislative Path of the One Big Beautiful Bill Act

The Senate has unveiled its version of the One Big Beautiful Bill Act (OBBBA), a sweeping tax and spending proposal that sets the stage for high-stakes negotiations.

Article
June 24, 2025
international investing

What Helps Drive International Stock Returns for U.S. Investors

A common objection to international investing is the belief that U.S. companies already offer global exposure. After all, many of the largest U.S. firms—Apple, Microsoft, and Coca-Cola—generate significant revenue from overseas markets. Doesn’t this provide the same benefit as investing internationally?

Savant Views & News
June 12, 2025
I Custom Indexing Worth It? Ask A Savant Advisor Video

Is Custom Indexing Worth It? | Ask a Savant Financial Advisor

Custom indexing has gained attention as a potential game-changer for your personal investment strategy. But how do you know if custom indexing is a good strategy for you?

Article
May 23, 2025
Index Funds, investment strategy

Beyond Index Funds: Advanced Strategies for High-Net-Worth Investors

In recent years, index funds have become a go-to choice for many investors aiming to build wealth. They’re simple, low-cost, tax-efficient, and grounded in decades of academic research. In fact, we use index funds in many of our portfolios as well. But are they enough for High-Net-Worth investors?

Article
May 22, 2025
roth conversions

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.

Savant Views & News
April 30, 2025
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Mind Over Markets: Help Emotion-Proof Your Portfolio [On-Demand Webinar]

Market volatility is inevitable, but how you react to it can make all the difference in pursuing your financial goals. Watch this insightful on-demand webinar that explores the psychology of investing during turbulent times, and review strategies designed to help maintain confidence and discipline in your portfolio.

Article
April 22, 2025
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5 Market Mantras to Help You Stay Calm in Uncertain Times

Market swings can rattle even the savviest savers, but reacting hastily often does more harm than good. With a calm mindset and a few steadying mantras, you can ride out volatility and stay focused on long-term financial performance.

Article
April 11, 2025
Tree Roots

Maxims for Good and Bad Markets

Amid recent tariff announcements and market turbulence, investors face growing concerns over inflation, recession, and trade wars. In uncertain times like these, Savant’s enduring investment maxims offer clarity, helping guide long-term decisions and avoid emotionally driven, short-term reactions.

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