Tag: Investment Planning

Article
June 28, 2025
long-term financial goals, investment strategy, Lincolnshire

How a Financial Advisor in Lincolnshire Can Help You Make the Most of Your Investments

Discover how a financial advisor in Lincolnshire, IL can help you build a personalized investment strategy aligned with your long-term goals and risk tolerance.

Article
June 27, 2025
Santa Fe, NM

Financial Planning for a Snowbird Lifestyle in Santa Fe, NM

Thinking about splitting time between states? Discover smart tax, healthcare, and investment strategies from a fiduciary financial advisor in Santa Fe, NM.

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?

Article
June 21, 2025
investment strategy

How a Financial Advisor in Manassas Can Help You Build a Long-Term Investment Strategy

Work with a financial advisor in Manassas to build a long-term investment plan focused on risk, goals, and comprehensive investment planning in Virginia.

Article
June 14, 2025
Cedar Rapids Iowa drawing

Retirement Planning for Cedar Rapids Residents: Navigating Social Security, Taxes, and Investments

Build a comprehensive retirement plan in Cedar Rapids with advice on optimizing Social Security, managing taxes, and aligning your investments.

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
maximizing wealth in Dover, Delaware

Smart Money for Civil Servants: Maximizing Your Wealth in Dover, Delaware

Discover how civil servants in Dover, DE can work with a fiduciary financial planner to align their pensions and tax strategy to their long-term goals.

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?

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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