Tag: Investment Planning
Oil & Water: Why Geopolitics and Investing Don’t Mix
Geopolitical events often dominate headlines, but long-term investors may benefit from disciplined, diversified approaches rather than short-term reactions to global news.
What High Earners Need to Know About Roth Catch-Up Contributions in 2026
Effective Jan 1, 2026, high earners must make 401(k) catch-up contributions as Roth under SECURE 2.0.
What Nick Saban and Andy Grove Can Teach Us About Successful Investing
During times like these, investors can benefit from taking a page out of the playbooks of Hall of Fame football coach Nick Saban and legendary Intel CEO Andy Grove.
Maxims for Good and Bad Markets
Recent tariff shifts have fueled sharp swings across global markets, triggering renewed bouts of volatility. Investor sentiment has been unsettled as policy uncertainty and shifting trade dynamics.
Making Retirement Plans Work for Everyone: Practical Ways to Increase Engagement
If you’re an employer or plan sponsor, you have the ability to help make saving for retirement simpler, friendlier, and more effective for everyone.
Big Changes Ahead for 401(k) Plans in 2026
Now is the time to review your 401(k) strategy and confirm your plan aligns with the latest rules, whether you’re an employer ensuring compliance or an employee maximizing contributions.
Roth Conversions: The Good, the Bad, and the Ugly
In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.
Safeguarding Sustainable Withdrawal Rates: How Sequence of Returns Risk Can Make or Break Your Retirement
Learn how sequence of returns risk can impact your retirement withdrawals. Discover strategies designed to help protect your long-term wealth.
Investors Beware: Investment Group Imposter Scams on the Rise
Learn how to spot and avoid investment group imposter scams. Get tips from FINRA and Savant Wealth Management to help you recognize and report fraud.
Financial Health Considerations When Transitioning Universities or Leaving Academia
Explore retirement plans, health coverage, and provider choices to help you make informed benefit decisions when moving between universities or leaving academia.
Make Big Financial Decisions Without Overlooking Small Details
Learn why aligning risk with your goals and paying attention to fees and taxes may help improve long-term financial outcomes.
Market Timing vs. Putting it in a Drawer
Market timing sounds logical but rarely works. Learn why a steady, long-term approach beats chasing perfect entry and exit points.