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Past Commentary & Articles

Videos
July 11, 2024
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Making decisions about your retirement – where you want to live, how you’ll protect your assets, what kind of care you want should you ever need it – is no small task. Learn more about how to involve your family in the process.

Article
July 2, 2024
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Every Fourth of July, we celebrate the American spirit – the freedom to choose our own paths and chase our dreams. But what if worries about financial burdens limit your choices? As a coach with over 35 years of experience guiding people through retirement, I’ve seen firsthand how a lack of financial confidence can steal the very independence we celebrate.

Article
July 1, 2024
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Financial independence is a highly personal concept, meaning different things to different people. It’s a journey to discover what brings joy and fulfillment into your life, whether that’s traveling, family, personal projects, or simply living life on your own terms.

Market Commentary
June 26, 2024
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At Savant, we believe in an evidence-based approach to investing, leveraging specific characteristics or “factors” that can potentially drive higher returns and help manage risk more effectively. This approach, rooted in academic research and empirical data, aims to create diversified portfolios that help optimize returns by systematically targeting these factors.

Article
June 24, 2024
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The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to individual tax filing. However, many of the individual tax benefits were temporary and set to expire at the end of 2025.

Wise Women
June 24, 2024
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Now is the perfect time to revive your resolutions and financial goals. It’s never too late to refocus, regardless of the time of year. Don’t be hard on yourself if you haven’t made as much progress as you expected. Remember, you did your best and now you’re ready to get back on track!

Article
June 21, 2024
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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.