Tag: value of advice
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.
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.
Should You Work with Your Parents’ Advisor When Inheriting a Large Sum?
A significant wealth transfer is on the horizon, with trillions of dollars poised to pass to the next generation. But inheriting money comes with a crucial decision: should you stick with your parents’ financial advisor? Here are key questions to ask yourself as you navigate this financial crossroads.
Why Clients Change Financial Advisors
Trust and communication are key to strong client-advisor relationships. However, changes can lead clients to reconsider their advisors. Let’s explore why these shifts occur.
Where Things Stand: The Legislative Path of the One Big Beautiful Bill Act
The Senate has unveiled its version of the One Big Beautiful Bill Act (OBBBA), a sweeping tax and spending proposal that sets the stage for high-stakes negotiations.
How Much to Tip in 2025: A Practical Guide for Everyday Service
Let’s talk about it—how much to tip, when it matters most, and why generosity still counts.
Call Center or Confidant? Finding a Financial Advisor You Can Trust
Not all financial professionals hold the same qualifications. Before committing to anyone, ask about their credentials.
Your First Meeting with a Financial Advisor: What to Expect
Learn what to expect in your first meeting with a financial advisor, including key questions to ask and how to prepare for a productive discussion.
Your Spring Financial Checklist
Now that spring is here, it’s tempting to daydream about sunshine and getaways—but don’t let financial planning fall by the wayside. Now’s the perfect time to refresh your money mindset with five smart tasks for your spring financial checklist.