Tag: value of advice
Quality vs. Value: Two Disciplines, One Stronger Portfolio
Quality and value investing share fundamentals but reward different traits. Together, they can help diversify portfolios across markets.
How Behavioral Biases Can Influence Investment Decisions
Behavioral biases shape how investors think and act in market cycles. Understanding them supports more disciplined, long-term decisions with trusted guidance.
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.
How to Spot a Fake Text or Email About Your Tax Refund
Spot fake tax refund texts and emails with clear red flags. Learn how scammers target taxpayers and how to check your refund and report fraud safely.
Permission to Spend: Using Permission Buckets to Overcome a Scarcity Mindset
Learn how permission buckets can help financially secure investors overcome scarcity thinking and spend with confidence and purpose.
Considering Divorce? How a Financial Advisor Can Help
Overall, the rate of divorces in America is falling, but it’s increasing among couples age 50 and over. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.
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.
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.
Q3 2025 Market Insights: Why We Believe Discipline and Diversification Still Win
Explore Savant Wealth’s Q3 2025 Market Insights: Economic trends, stock performance, and why disciplined, diversified investing contributes to long-term success.
How Much Does a Financial Advisor Cost? | Ask a Savant Financial Advisor
Unfortunately, there is not a consistent standard and almost anyone can call themselves a financial advisor. This video will help you compare the common services, standards of care, and fee structures so you can determine the true cost of any financial advisor.
Government Shutdown Begins: What It Means for Markets and the Economy
Markets face uncertainty as the U.S. government shuts down. See what it means for your portfolio and why discipline matters.
Interpreting the Fed’s September Rate Cut
The Fed’s September 0.25% rate cut marks its first since 2024, aiming to balance slowing job growth with inflation risks. Explore what this means for markets, why diversification matters, and how investors can stay disciplined amid uncertainty.