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.

Gina Beall, Savant’s director of investment research, discusses Savant’s investment philosophy and why it stays away from concentrated portfolios.

With the 2024 presidential and congressional elections just around the corner, investors are bracing for potential market implications. Dennis Covington, Savant’s managing director, and Apollo Lupescu, VP at Dimensional Fund Advisors, tackle these pressing questions in a recorded webinar.

At Savant, we’re committed to helping you achieve your long-term financial goals. This involves regular portfolio adjustments to manage taxes, rebalance your assets, and anticipate potential challenges. By working closely with your advisor, we can help ensure your investments remain optimized and aligned with your unique financial situation.

Custom indexing, once a domain of institutions, is now accessible to a wider audience thanks to technological advancements and commission-free trading. This approach offers greater flexibility and control over investments, potentially leading to enhanced returns and tax efficiency.

Market volatility has increased recently, with markets down 5-10% since late July. While this is concerning, it’s important to remember that volatility is a normal part of investing. Find out more about the factors driving market movement and the importance of maintaining a disciplined investment approach.

The second quarter of 2024 unfolded amidst a backdrop of economic normalization and evolving market dynamics. While global equities exhibited resilience, underlying trends revealed a complex investment environment.

At Savant, we believe in an evidence-based approach to investing, leveraging specific characteristics or “factors” that can potentially drive higher returns and help manage risk more effectively. This approach, rooted in academic research and empirical data, aims to create diversified portfolios that help optimize returns by systematically targeting these factors.

Inflation, once a quiet culprit, has become a glaring threat to retirees on fixed incomes. This “sticky inflation,” where high prices linger despite economic shifts, demands new strategies to safeguard your hard-earned savings.

The stock market hitting new highs can be a cause for celebration, but it can also trigger anxieties for investors. This common question arises: “Should I wait for a pullback before investing?”

If you have ever heard the phrase “portfolio rebalancing” and wondered what it means, you’re not alone. Here’s a breakdown of portfolio rebalancing and why it’s an important tool for investors.

Reflecting on the first quarter of the year, I’m reminded of the mountain expedition investors and markets have undertaken, reaching impressive heights as we began the second quarter of 2024. Despite these myriad changes, the markets have continued to reward those who have remained patient and disciplined.