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?

Watch the Recording of “From Pandemic to Positivity”

Are you looking for practical steps you can take to stay positive during this unsettling time? We welcomed Rod Ogilvie, a licensed counselor and executive coach, for a live interview with our CEO Brent Brodeski on April 28. Rod shared ideas on how to stay positive and how you can provide solid leadership to your family and colleagues. You can watch the recording now.

“Social Distance” Yourself from Panic by Following the Lessons of Past Bear Markets

On top of health concerns, many people are worried about their financial wellbeing. This is the time to lean on your trusted financial professionals to provide clarity on your specific circumstances and to put today’s coronavirus crisis in perspective relative to previous health or financial driven crises we have endured.

2019 Taxes – What We Learned, What We Recommend

Alexander Strauss, financial planning and tax accountant, summarizes what we’ve learned from the 2019 tax return season and outlines possible tax reduction opportunities that you may be able to utilize next year. He also answers recent tax FAQs, including “Am I Eligible to Receive a Stimulus Check?” and “What’s The Deal With the New W-4?”

2020: The Year Required Distributions Aren’t Required

Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 modifications (even if you already took money out).

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.