Tag: value of advice

Article
October 14, 2025
Market Update Graphic, Zach Ivey Market Insights

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.

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October 3, 2025
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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.

Article
October 1, 2025
government shutdown

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.

Article
September 19, 2025
Federal Reserve rate cut

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.

Article
September 18, 2025
Considering Divorce

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.

Article
August 7, 2025
financial planner

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.

Article
August 1, 2025
financial advisor, Birmingham

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.

Article
June 25, 2025
One Big Beautiful Bill Act (OBBBA)

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.

Article
May 29, 2025
how much to tip

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.

Article
May 29, 2025
financial advisor, financial planner, certified financial planner

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.

Article
May 27, 2025
meet with a financial advisor, St Charles, Illinois

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.

Article
April 21, 2025
financial checklist

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.

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