Tag: Investment Planning

Tariffs, Deficits, and Tech Stocks Slide – Oh My! Why Uncertainty Doesn’t Have to Derail Your Plan
Recent turbulence in U.S. markets, including tech stock declines and rising tariffs, underscores the importance of diversification. Staying disciplined, focused on long-term goals, and globally diversified can help navigate volatility.

From Information to Wisdom: A Savant Investment Professional’s Perspective
In today’s digital age, information is abundant, but true wisdom is rare. At Savant, we transform data into actionable insights, guiding clients with proficiency, discipline, and evidence-based strategies.

Navigating the Fiscal Dilemma: What Investors Need to Know
The U.S. faces a daunting fiscal dilemma: rising national debt driven by deficit spending, leaving two unappealing options—raise taxes or cut spending. This article explores the challenges, political realities, and investor strategies.

Tariffs Are Back in the Headlines: What Should Investors Do?
The relationships between tariffs, currencies, interest rates, inflation, and markets are complex and constantly shifting. Predicting the exact impact requires accounting for countless variables.

Reaffirm Your Investing Goals and Guiding Philosophy
Reaffirming your investing goals and guiding philosophy is essential, especially after consecutive strong market years. It’s easy to get caught up in short-term trends, but long-term success depends on maintaining discipline. As we enter this new year, focus on cash flow, long-term growth, and tax efficiency to help sustain your ideal lifestyle.

2024: Keeping Up With Change
In a world of rapid transformation, adapting to change is vital. From evolving technologies like AI to shifting market trends, 2024 highlighted the resilience of people, markets, and innovation. Savant’s Chief Investment Officer Zach Ivey explores the year’s key insights.

Debunking Investment Myths [On Demand Webinar]
In this on-demand webinar, Financial Advisors Jeff Lewis and Chris Ruedi expose the truth behind some of the most popular investment myths.

Why International Diversification is Essential for Building Timeless Portfolios
This story is one of the most vivid reminders of why international diversification matters and why assuming that today’s winners will always lead is a dangerous game.

Should You Invest in a Deferred Compensation Plan?
Deferred compensation plans can be a powerful tool for long-term financial planning, but they’re not right for everyone. This blog will explain the key factors to consider when deciding whether to participate in a deferred compensation plan.

Market Wise Update: Third Quarter 2024
Watch our Q3 2024 Market Wise Update with Financial Advisor and Investment Strategist Zach Ivey and Senior Investment Strategist Chip Kalousek, as they unpack the third quarter’s key market trends.

Rental Properties: A Powerful Tool for Building Wealth
Thinking of becoming a landlord? While managing rental properties can be rewarding, it also comes with complexities. By grasping the unique challenges and opportunities of rental properties, you can better integrate them into your long-term financial plan.

Savant Wealth Management: Seeking Broad Market Exposure
Gina Beall, Savant’s director of investment research, discusses Savant’s investment philosophy and why it stays away from concentrated portfolios.