ESG investing uses independent ratings to help investors understand how well companies adhere to specific ESG criteria. Through an understanding of these data points and engagement with companies held in the portfolio, investors can support corporations applying best practices from an environmental, social, and governance standpoint.

Learn more about an approach to investing known as “tax-efficient investing” in our Approaching Zero Taxes paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.

Learn more about Modern Portfolio Theory and how we developed our forward-looking returns investing methodology! This paper provides a summary of how and why we developed our methodology, case study examples, and how we put those returns to work.

Incorporating alternative investments into a portfolio is an art and a science. Let’s examine the data and whether it supports including alternatives into a portfolio or if investors may be better off sticking with a tried and true portfolio of stocks and bonds.

The invasion of Ukraine, stubborn inflation, and concerns about interest rates have all contributed to a rough start to 2022 for investors. In trying to make sense of the markets, you may find it easy to succumb to emotional biases and kneejerk reactions based on news headlines.

Russia invaded Ukraine earlier this week. While not unexpected, the news has sparked an emotional response from people, including investors, around the world. This is a major event that comes with complexities across geopolitics, international security, trade, and financial markets.

Phil Huber, discusses his new book — The Allocator’s Edge. While traditional portfolio building blocks like stocks and bonds will still be necessary, they may be insufficient in meeting investors’ objectives in the future.

It’s getting tougher to sugarcoat; Inflation is a nuisance. January’s inflation data confirmed the continuation of a trend – prices are climbing at their fastest rate in 40 years and impacting every corner of our economy. Even excluding food and gas, which tend to fluctuate more than other inflation categories, results are the same – inflation is running hot.

Smaller private companies have more recently fulfilled their debt financing needs through private direct lending. Learn more about the latest addition to Savant’s investment lineup.

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.

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.

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.