I Needed Cash and Claimed My Social Security Benefits Early – Now What?

Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my full retirement age, even if they will be permanently reduced?” Financial advisor Sobhi Baghdadi reviews some considerations.

What’s on Your Mind?

We answer frequently asked questions, including “Should I make changes to my portfolio in response to the coronavirus?” and “I heard that Savant is undergoing some changes, how will they impact me?”

A Millennial Financial Advisor’s Advice to Her Own Generation

The Millennial generation is experiencing its second major economic crisis. Financial advisor Sarah McGinniss offers money tips to her generation to help plan for a better financial future amid COVID-19.

What to Expect When You’re Expecting (Outperformance)

The recent stretch of underperformance for small and value stocks has been challenging. Value and size factors have been pronounced dead before, only to come back with a vengeance. Is this time different? Or what is that light at the end of the tunnel?