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Key Points: Time provides perspective for long-term investors. History tells us new highs are normal, and stocks tend to move higher over the long …
- Savant Wealth Management
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The executor of an estate is the person tasked with tying up a deceased person’s affairs. Often, the duty falls to a spouse or …
- Savant Wealth Management
- Investing
The federal estate tax exemption is at a historic high but soon will be cut in half. The Tax Cuts and Jobs Act passed …
- Savant Wealth Management
- Investing
We all know that managing our money can be a daunting task. It’s common to encounter twists and turns along the way that can …
- Savant Wealth Management
- Archive, Investing
Mutual Funds or ETFs? If you’ve been an investor during the last 20 years, you’ve probably heard of Exchange Traded Funds or ETFs. These …
- ReFrame Wealth
- Archive, Investing
Tax-Loss Harvesting: The basics, the benefits and what investors should consider Tax-loss harvesting has become an increasingly useful tax management tool for investors, …
- ReFrame Wealth
- Archive, Investing
When I am not working with clients to better their financial situation, I enjoy spending time in nature. Being outside clears my head and …
- Jessie Doll, CFP®
- Archive, Investing
What is up with I Bonds? If you read or watch any current news about the markets or the economy, you’ve heard that …
- Jessie Doll, CFP®
- Archive, Investing, Retirement Planning
Every person deserves a financial advisor or planner who truly knows them and their families and has the time and commitment to maintain that …
- Mitch Falter, AIF®, CFP®
- Archive, Investing
As a results of its aggression and actions in Ukraine, Russia has become an international pariah. Part of that impact is that their stock …
- Mitch Falter, AIF®, CFP®
- Retirement Planning
At the beginning of every year, it’s popular to make New Year’s resolutions. We create goals and hang vision boards. We might even concentrate …
- Savant Wealth Management
- Investing
Key Points: Time provides perspective for long-term investors. History tells us new highs are normal, and stocks tend to move higher over the long …
- Savant Wealth Management
- Retirement Planning
Making financial preparations for retirement can seem overwhelming, especially with the overwhelming amount of information available to help you with this task. It can …
- Savant Wealth Management
- Investing
The executor of an estate is the person tasked with tying up a deceased person’s affairs. Often, the duty falls to a spouse or …
- Savant Wealth Management
- Investing
The federal estate tax exemption is at a historic high but soon will be cut in half. The Tax Cuts and Jobs Act passed …
- Savant Wealth Management
- Investing
We all know that managing our money can be a daunting task. It’s common to encounter twists and turns along the way that can …
- Savant Wealth Management
- Retirement Planning
For most people, reviewing a set of comprehensive estate planning documents and updating them can feel like going to the dentist. You don’t like …
- Savant Wealth Management
- Retirement Planning
A confluence of factors – longevity, inflation, a confusing healthcare landscape, and the limitations of Medicare – can have a significant effect on a …
- Savant Wealth Management
- Retirement Planning
As we journey through life, our financial landscape changes, especially as we approach retirement age. One aspect that often confuses many retirees is navigating …
- Mitch Falter, AIF®, CFP®