With me today is Savant’s Chief Investment Officer, Zach Ivey. Zach took over the post on January 1st of 2025 after serving in a similar capacity at Bridgeworth Wealth Management in Birmingham, Alabama.
Losing a loved one is a deeply personal and difficult experience. During this challenging time, financial security may be the furthest thing from your mind. However, Social Security survivor benefits can offer some much-needed stability as you navigate this new normal.
In this on-demand webinar, Financial Advisors Jeff Lewis and Chris Ruedi expose the truth behind some of the most popular investment myths.
To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help maximize your benefits and minimize the surprises.
It’s common to feel a sense of paralysis when you receive an inheritance. It can feel like the money still belongs to your loved one so you shouldn’t touch it. If you’ve received an inheritance, here’s the first thing you should do.
Few things turn a retirement plan upside down more than a divorce. You may be worried you will have to abandon your retirement plan if your 401K is divided in a divorce, and you very well may be right.
Losing a parent can be one of life’s most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow.
This informative recorded webinar aims to provide practical steps and support to help you effectively manage these responsibilities.
After years of saving as much as possible, retirement means switching gears and recreating a paycheck with your savings. Cracking into your nest egg in a tax-and risk-efficient manner while reinvesting enough to support the rest of your life can be both complex and challenging.
What’s the difference between Performance Stock Units, or PSUs, and Restricted Stock Units, known as RSUs, in the context of executive stock-based compensation? In this video I will share the key differences, reveal common mistakes, and share one little-known-fact that may surprise you.
The financial landscape is challenging, with inflation, political unrest, and market swings creating uncertainty. Avoid costly mistakes driven by fear or impulse. Watch this webinar recording for strategies to invest wisely amid economic uncertainty.
Watch our Q3 2024 Market Wise Update with Financial Advisor and Investment Strategist Zach Ivey and Senior Investment Strategist Chip Kalousek, as they unpack the third quarter’s key market trends.
Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics?