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.

Acknowledging the Losses of Today as a Path to a Wiser Tomorrow

Are you mourning and longing for life “pre COVID-19”? We certainly can’t control the current crisis, but we can help ourselves and those around us to move through the stages of grief. Savant’s Chief Communications and Culture Officer LaVonne Brown provides some perspective.

A New View of Risk

If you’re thinking about reducing your exposure to stocks during a bear market, here are four questions to consider from financial advisor Brent Lindell.

Wealth Transfer Opportunities Amid the Uncertainty of COVID-19

Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want to consider.

Focus on Your Health, Wellness, and Family – But Don’t Forget Your Estate Plan

Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want to consider.

2020 First Quarter Review Slides

2020 First Quarter Review Slides

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.

Cash Flow Not Impacted by COVID-19? Financial Strategies for Those Still in Good Shape

If you’ve been able to remain in a comfortable financial position amidst the COVID-19 pandemic, you may be wondering if and how the newly passed CARES Act legislation may impact you. Financial advisor J. Peter Doyle reviews some strategies.