Tag: Investment Planning

Article
February 25, 2022
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The Ukraine Invasion: How Geopolitical Events Can Affect the Markets

Russia invaded Ukraine earlier this week. While not unexpected, the news has sparked an emotional response from people, including investors, around the world. This is a major event that comes with complexities across geopolitics, international security, trade, and financial markets.

Article
February 24, 2022
Savant Wealth Management Webinar

The Allocator’s Edge [On-Demand Webinar]

Phil Huber, discusses his new book — The Allocator’s Edge. While traditional portfolio building blocks like stocks and bonds will still be necessary, they may be insufficient in meeting investors’ objectives in the future.

Article
February 23, 2022
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Behind the Inflation Curve

It’s getting tougher to sugarcoat; Inflation is a nuisance. January’s inflation data confirmed the continuation of a trend – prices are climbing at their fastest rate in 40 years and impacting every corner of our economy. Even excluding food and gas, which tend to fluctuate more than other inflation categories, results are the same – inflation is running hot.

Article
February 16, 2022
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Portfolio Spotlight: Direct Lending

Smaller private companies have more recently fulfilled their debt financing needs through private direct lending. Learn more about the latest addition to Savant’s investment lineup.

Article
January 27, 2022
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What the Headlines Don’t Tell You

Knowing how and when to tune out the noise of alarming stock market headlines can relieve anxiety and help you stay on the path to a better investment experience.

Article
January 26, 2022
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Handling Market Volatility is About Perspective. Is Your Glass Half Empty or Half Full?

The simplest advice for dealing with market volatility is to acknowledge stock market corrections can’t be avoided, only endured. But like the doctor who recommends you take two aspirin, it’s not the type of treatment that will receive accolades in medical journals, but that doesn’t make it any less correct.

Article
January 25, 2022
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When Should I Consider Reducing My Stock Allocation?

Choosing the right allocation for your portfolio is the most important decision an investor will make. It’s essential to have the right balance between earning enough return to meet your financial goals while only taking on as much risk as you can tolerate.

Article
January 19, 2022
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Stocks Up Prices Down

Last year, stocks went up and became less expensive at the same time. The S&P 500 finished the year up nearly 29% and its price-to-earnings ratio started the year at 29.9 and ended the year several points lower. If you’re wondering how this is possible, read on.

Home
January 13, 2022
Savant Wealth Management Webinar

Investment Review & Market Outlook [On-Demand Webinar]

Savant’s investment research team looks back at 2021 and shares some perspective on what we expect the market to look like in 2022 and beyond. 

Article
December 29, 2021
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Making Financial Resolutions? Remember these Maxims for the New Year

Almost 30 years ago, Savant established a set of 30 investment maxims that have stood the test of time and still apply today. They can serve as a helpful guide to create your own financial resolutions.

Article
December 7, 2021
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The Mystery of the Labor Market

More than 10 million jobs are open in the U.S. right now, yet the unemployment rate is higher than it was pre-pandemic. What does this mean for the economy?

Article
November 3, 2021
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The China Problem with Emerging Markets

Over the past year, China’s government has swallowed many aspects of its private sector. Because China represents about 30% of the Emerging Market Index, emerging markets have fared much worse than U.S. stocks this year.