Tag: value of advice

Article
April 14, 2026
data breaches and common scams

What to Do After a Data Breach and How to Spot Common Scams

Learn practical steps to respond to data breaches and recognize common scam tactics that can put your personal information at risk.

Article
April 3, 2026
finding money on unclaimed property site

Find Money You Didn’t Know You Lost: Search State Unclaimed Property Sites 

You may have money coming to you that you didn’t even know existed. Here’s how to find your unclaimed property.

Article
April 2, 2026
The Retirement Coach, Jack Phelps, Savant Wealth Management

Should I Stop Spending Because the Market is Down? 

When markets fall, spending fears can rise. Learn why a solid withdrawal plan can help retirees stay on track during market downturns.

Article
February 23, 2026
Quality vs. Value investing

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.

Article
February 19, 2026
Behavioral biases shape how investors think and act in market cycles.

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.

Article
February 4, 2026
Geopolitics and investing

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.

Article
February 3, 2026
spot a fake text or email about your tax refund

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.

Article
January 30, 2026
spending permission bucket

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.

Article
January 21, 2026
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
January 2, 2026
Imposter Scams

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.

Article
November 3, 2025
looking over financial details

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.

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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