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Past Commentary & Articles

Videos
October 1, 2024
taking stock in elections Savant Wealth webinar

With the 2024 presidential and congressional elections just around the corner, investors are bracing for potential market implications. Dennis Covington, Savant’s managing director, and Apollo Lupescu, VP at Dimensional Fund Advisors, tackle these pressing questions in a recorded webinar.

Article
September 26, 2024
retirement coach charitable donation article image

Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.

Article
September 25, 2024
portfolio maintenance

At Savant, we’re committed to helping you achieve your long-term financial goals. This involves regular portfolio adjustments to manage taxes, rebalance your assets, and anticipate potential challenges. By working closely with your advisor, we can help ensure your investments remain optimized and aligned with your unique financial situation.

Article
September 25, 2024
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As 2024 draws to a close, it’s time to take stock of your financial situation and make strategic moves. From maximizing retirement contributions to optimizing tax benefits and exploring charitable giving, there are several actions you can take now to improve your financial health. Let’s dive into some year-end financial planning tips.

Videos
September 20, 2024
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If you expect to serve as an executor, it is crucial for you to familiarize yourself with the expectations and duties and understand the administration process. In this educational, recorded webinar, Alaina Davalos, wealth transfer advisor, and Financial Advisor Joel Cundick delve into common issues that can impact all families.