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Past Commentary & Articles

Videos
November 18, 2021
Savant Wealth Management Webinar

In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.

Videos
November 11, 2021
Savant Wealth Management Webinar

What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes? A little forethought can make the difference between leaving your executor with a nightmare and leaving grateful heirs with a treasured legacy.

Article
November 8, 2021
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A simple estate plan for your young adult will give you and your child peace of mind, create an efficient mechanism for handling affairs in the event of an accident or period of disability, and help set the tone for personal and family responsibility.

Market Commentary
November 3, 2021
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Over the past year, China’s government has swallowed many aspects of its private sector. Because China represents about 30% of the Emerging Market Index, emerging markets have fared much worse than U.S. stocks this year.

Article
October 27, 2021
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Money is an emotional topic – that’s why many families aren’t comfortable sharing information with each other about their finances. However, it’s never too early to start talking to your parents about their money situation. That’s because failing to understand their finances could have unpleasant – maybe even dire — consequences down the road.

Article
October 26, 2021
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Roth conversions have increased in popularity over the past few years due to our current low tax rate environment. Because these rates are set to sunset and return to their pre-Tax Cuts and Jobs Act rates after 2025, it may be a good idea to investigate Roth conversions this year.