Tag: Investment Planning

What the Headlines Don’t Tell You
Knowing how and when to tune out the noise of alarming stock market headlines can relieve anxiety and help you stay on the path to a better investment experience.

Handling Market Volatility is About Perspective. Is Your Glass Half Empty or Half Full?
The simplest advice for dealing with market volatility is to acknowledge stock market corrections can’t be avoided, only endured. But like the doctor who recommends you take two aspirin, it’s not the type of treatment that will receive accolades in medical journals, but that doesn’t make it any less correct.

When Should I Consider Reducing My Stock Allocation?
Choosing the right allocation for your portfolio is the most important decision an investor will make. It’s essential to have the right balance between earning enough return to meet your financial goals while only taking on as much risk as you can tolerate.

Stocks Up Prices Down
Last year, stocks went up and became less expensive at the same time. The S&P 500 finished the year up nearly 29% and its price-to-earnings ratio started the year at 29.9 and ended the year several points lower. If you’re wondering how this is possible, read on.

Investment Review & Market Outlook [On-Demand Webinar]
Savant’s investment research team looks back at 2021 and shares some perspective on what we expect the market to look like in 2022 and beyond.

Making Financial Resolutions? Remember these Maxims for the New Year
Almost 30 years ago, Savant established a set of 30 investment maxims that have stood the test of time and still apply today. They can serve as a helpful guide to create your own financial resolutions.

The Mystery of the Labor Market
More than 10 million jobs are open in the U.S. right now, yet the unemployment rate is higher than it was pre-pandemic. What does this mean for the economy?

The China Problem with Emerging Markets
Over the past year, China’s government has swallowed many aspects of its private sector. Because China represents about 30% of the Emerging Market Index, emerging markets have fared much worse than U.S. stocks this year.

Brainwashed by Behavioral Biases? New Study Includes Effective Ways to Keep Your Investing Wits
According to a recent study by Charles Schwab Asset Management, recent world events like the global pandemic and numerous natural disasters have contributed to a surge in behavioral biases among investors, leading to some unseasonably scary decisions.

MarketWise: Third Quarter 2021
Global supply chains that were severely impacted by COVID-19, continue to work through issues that caused more than 50 container ships to sit idle outside of West Coast ports. Resolving this supply-chain issue will help calm inflation fears. All this and more in the third-quarter 2021 edition of MarketWise!

Maybe This Bull Market Is Young
In casual conversations, “we need a market correction” has become commonplace. The S&P 500 has doubled since the lows in March of last year. We achieved 55 new all-time highs this year; the previous record of 77 new all-time highs in 1995 is within reach.

Tax Changes and Your Portfolio’s Returns
If you have followed investment news through traditional media, you have likely heard the theory that a potential increase in the long-term capital gains rate may cause investors to sell all of their positions with unrealized gains ahead of the tax change in the name of avoiding higher future tax rates. At face value this seems like a reasonable theory, but what does historical evidence tell us?