Tag: Investment Planning

Article
April 3, 2025
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Guide: The Level-Headed Investor’s Guidebook

5 best practices during uncertain times. When volatility strikes, keep calm and carry on toward your investment goals!

Article
March 30, 2025
Financial planning in Lewes, Delaware

Fiduciary Financial Planning in Lewes: What You Should Expect from a Local Advisor

Discover what to expect from a fiduciary financial advisor in Lewes DE and how a fee-only planner can help support your long-term goals with transparency and trust.

Article
March 12, 2025
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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.

Article
March 7, 2025
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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.

Article
March 7, 2025
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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.

Article
February 4, 2025
tariffs

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.

Article
January 31, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

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.

Market Commentary
January 17, 2025
Market Update Graphic, 2024 Keeping up with Change

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.

Savant Views & News
January 16, 2025
investment myths webinar graphic

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.

Market Commentary
December 18, 2024
International Diversification

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.

Article
November 21, 2024
deferred compensation plan

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.

Home
October 29, 2024
Market wise

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.

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