Savant Wealth Management

Tag: Investment Planning

August 16, 2021

The September Effect – Fact or Superstition?

Because of the “September Effect,” superstitious investors often steer clear of the market this time of year, claiming that it has historically produced low returns for the month of September. Phil Huber, Savant’s CIO, looks at the historical data to put this old adage in perspective.

August 13, 2021
savant market wise marketwise chart pack

MarketWise: August 2021

As we enter mid-August, daily new COVID-19 cases in the U.S. have spiked. We saw about 190,000 new daily cases on July 20, up from approximately 20,000 in the prior month, but the death rate remains low. Despite this backdrop, the economy continues to achieve new highs.

August 11, 2021

Custom Indexing – The Great Unwrapping

Custom indexing appears to potentially be the next disruptive force in asset management. In the same way the invention of the exchange-traded fund (ETF) took assets away from mutual funds, custom indexing will likely compete for assets with ETFs and mutual funds in the years ahead.

August 3, 2021

Small but Mighty: International Small Value Stocks

International small value stocks have played an important role in portfolios over the past 50 years by providing strong returns and diversification benefits to global investors. Investment research analyst Jonathan Fuller outlines the reasons why investors may want to consider allocating a portion of their portfolio to international small cap stocks.

July 26, 2021

Summer Games: Mid-Year Market Update

Skateboarding, karate, surfing, sport climbing, and BMX freestyle are newer sports added to the Olympics in recent years. We will use this exciting global tradition to work our way through a mid-year market update.

July 8, 2021

Buyer Beware – Investing in China

Most index ETFs that invest in emerging markets hold a large allocation to China, roughly 30-40 percent, giving investors broad, diversified exposure. But if you’re thinking about buying individual Chinese stocks, Danny Noonan, an investment research analyst, suggests that you exercise caution.

June 30, 2021

Should Caesar Have Paid the Centurions in Bitcoin?

While buzzwords like inflation, gold, and Bitcoin draw attention, markets do not appear overly concerned by inflation. And even if inflation rears its ugly head, do gold and Bitcoin actually represent hedges against the risk? Senior investment research analyst Eamon Verdone examines the answer to this question in his blog post.

March 5, 2021

Buy High, Sell Higher

Most investors are familiar with the sage advice to “buy low and sell high.” But what happens if the market approaches another record? Senior investment research analyst Eamon Verdone looks into this question and provides historical context.

February 17, 2021
ESG investing is an accelerating trend - more investors are deciding to align their portfolios with their beliefs every year.

ESG Investing: Does Investing for Good Impact Performance?

While few can afford the philanthropic reach of well-known billionaires, mainstream investors can now align their investment portfolios with their personal beliefs. Senior investment research analyst Eamon Verdone provides more information about ESG Investing and how it may impact performance.

February 15, 2021
value investing

A Value-able Roadmap

Investors are always looking for a roadmap that will reveal the path to market-beating returns. For long-term investors, we can look to one of the market’s worst kept secrets: value investing.

January 27, 2021
performance of value stocks in 2021

Value on the Horizon

Investment research analyst Danny Noonan looks back at the recent strong performance of value stocks and discusses possible scenarios for 2021.

January 26, 2021
Should You Buy Company Stock as Part of your 401(k

Does it Make Sense to Buy Company Stock as Part of your 401(k) Plan?

Buying company stock as part of your 401(k) plan may be beneficial from a tax perspective. Wealth strategy associate Alexander Strauss explains this tax strategy.