Student Loan Relief under the CARES Act

Under the CARES Act, payments for federal student loans are suspended through September, and interest rates are temporarily set to 0%. Read more for details on how this relief works.

Should You Dump Your Family Trust?

Is your family trust aligned with your goals for your family? As federal exemptions change, so do the benefits. Financial advisor Wendy Blair shares some important things to consider.

White Knuckle Time

Yes, the ride is bumpy and we’re experiencing turbulence. But fasten your seatbelt and trust your pilot. If your flight plan is solid, you’ll still arrive safely at your destination. Chief Strategy and Innovation Officer Rob Morrison shares lessons we can learn from recent adversity.

Video: Key Provisions of the CARES Act for Individuals and Small Business Owners

Now that the Coronavirus Aid, Relief, and Economic Security (CARES) Act has been signed into law, you’re probably wondering if and how it applies to you. We recently put together an educational video on the key provisions for individuals and small business owners.

Gen Xers and Millennials Can Benefit from the CARES Act, Too!

Financial advisor Jakob Loescher reviews how Gen Xers and Millennials can benefit from the Coronavirus Aid, Relief and Economic Security (CARES) Act.

COVID-19 – Additional Relief Released by the IRS

The IRS has announced an extension for filing 2019 tax returns. This update from Chris Plagge, Savant’s Director of Tax and Business Services, explains why you might not want to wait.

Flattening the Curve: The Power of Time and Compounding

We in the financial advisory industry oftentimes extoll the virtues of time and compounding when it comes to saving for retirement. In fact, Albert Einstein is rumored to have said that compound interest is the 8th Wonder of the World. This is wonderfully amazing for a 22-year-old at their first job saving in their 401(k). However, the same concept is currently working against us with regard to the spread of COVID-19.

Fourth Quarter 2018 Commentary – Turbulent Times

As we catch our breath in the wake of turbulent times, we must separate the emotional aspect of seeing dollar values decline and prevent ourselves from running out of the store when the merchandise goes on sale. While it was painful getting here, global stock markets are cheaper today than 12 months ago. And while valuations alone are not indicative of the markets near term direction, they do inform long term returns. And every investor’s long term returns will ultimately be woven into how they react when things get violent.

The Ugly Duckling

First published in 1843, the tale created by Hans Christian Anderson…