Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.

The Federal Open Markets Committee (FOMC) releases the dot plot each quarter. What exactly is it, why was it created, and what can it tell us?

Despite higher borrowing costs and rising vacancy rates, we have reason to believe real estate will likely continue to be an attractive asset class warranting a strategic spot in a diversified portfolio.

The U.S. Central Bank’s Federal Open Market Committee elected to skip a rate hike at its meeting this week, in light of recent data indicating that both the labor market and inflation are slowing down. However, that doesn’t mean a rate hike is off the table for July.

There has been very little movement in the standoff between the Biden administration and House Republicans over how and whether to raise the U.S. debt ceiling. Now, with just a week to go until Yellen believes the government could default, some Americans wonder if a resolution can be reached.

Over the past six months, we have all come to the collective realization that artificial intelligence (AI) is going to reshape how we work and live. What are the implications for investing?

In recent years, raising the debt ceiling has become an increasingly contentious issue. Should investors be worried this time?

The Federal Open Market Committee (FOMC) wrapped up its most recent meeting on May 3, 2023, with an announcement of a 0.25% rate hike – its 10th consecutive interest rate increase.

Gold’s value has fascinated investors for centuries, and it is one of the most polarizing assets in existence, right up there with Bitcoin. Some consider gold to be the premier hedge against economic uncertainty, while others view it as non-productive with no income. The truth lies somewhere in the middle.

The first quarter of 2023 was marked by resilience in global stocks and intermediate-term bonds. However, the quarter was anything but calm, with inflation, Fed rate hikes, and unexpected bank failures all contributing to elevated uncertainty.

In a rising interest rate environment, investors often wonder what they should do with cash set aside for short-term financial goals, emergencies, or everyday expenses. While there is always some risk involved, here is a list of available options to earn interest without risking the principal amount, ranked from the least to the most risky.

Tax-loss harvesting (TLH) can be an effective tax management tool for investors. In this article, we explore how TLH works, what the expected benefits are, and what specific risks investors should consider.