Savant Wealth Management

Tag: Investment Planning

Article
May 16, 2022

The Recession Everyone’s Predicting

The risk of recession is clearly elevated given the inflation situation. While consensus opinion may call for a slowdown, acting on that call may not be the winning bet.

Article
May 11, 2022
Savant Wealth Management Webinar

Working Toward Future-Proofing Your Portfolio [On-Demand Webinar]

The past few years have shown us that global instability can have a widespread impact on markets. No one can predict the future, but we believe there are steps investors can take to help their portfolio weather the potential storms to come.

Article
May 5, 2022

Inflation Moderating – The Page 8 Story

It’s no secret – inflation has been bad. Although the current situation feels bleak, there’s reason to believe we may be through the worst of it.

Article
April 29, 2022

Diversification Keeps You in the Game

Earlier this week, the S&P 500 was down 13% for the year. Looking ahead, the range of possible outcomes feels especially wide, but there are many scenarios where markets could react positively.

Article
April 28, 2022
Savant Wealth Management Webinar

Values-Based Investing [On-Demand Webinar]

The trend of aligning your core values with your investment strategy is becoming more mainstream. “Values-Based Investing” refers to an investment strategy that evaluates assets not only for profit and risk potential but also for alignment with an investor’s core values.

Article
April 28, 2022

An “Interest”-ing Opportunity for Bond Investors

Introduced by the U.S. government to “encourage Americans to save for the future while protecting their savings from inflation,” Series I bonds have been surging in popularity.

Article
April 27, 2022

5 Market Mantras to Help You Stay Calm in Uncertain Times

If the headlines are scaring you a little bit this week, chanting these financial mantras may help you relieve a little stress and help keep you focused during episodes of market volatility.

Market Commentary
April 25, 2022
savant market wise marketwise chart pack

MarketWise: April 2022

Inflation remains the biggest concern hanging over markets with headline inflation at its highest rate in 40 years. On the economic front, the economy remains vibrant with low unemployment, record open jobs, and rising wages.

Article
April 20, 2022

Is ESG Investing Right for You?

ESG investing uses independent ratings to help investors understand how well companies adhere to specific ESG criteria. Through an understanding of these data points and engagement with companies held in the portfolio, investors can support corporations applying best practices from an environmental, social, and governance standpoint.

Savant Views & News
March 31, 2022
approaching zero taxes whitepaper by savant

Approaching Zero Taxes White Paper

Learn more about an approach to investing known as “tax-efficient investing” in our Approaching Zero Taxes paper. This group of concepts and investment tax tools can be used to form a tax-efficient investment approach, with the ultimate goal of increasing after-tax returns.

Savant Views & News
March 31, 2022
Evidence-based investing ebi

Evidence-Based Investing White Paper

This paper introduces the methods and conclusions of evidence-based investing and relates how an investor can best capture market gains while avoiding the pitfalls of conventional approaches.

Home
March 31, 2022
Forward Looking Returns Whitepaper

Forward-Looking Returns White Paper

Learn more about Modern Portfolio Theory and how we developed our forward-looking returns investing methodology! This paper provides a summary of how and why we developed our methodology, case study examples, and how we put those returns to work.