Articles, Market Commentary
& More

Ensuring your wealth is passed on according to your wishes requires more than just a basic estate plan. Without the right strategies in place, your assets could be exposed to unnecessary taxes, legal delays, and family conflicts.

Building a marathon investing mindset is about embracing patience, discipline, and long-term strategy. Much like running a marathon, successful investing requires consistent preparation, overcoming obstacles, and resisting distractions to stay focused on pursuing your financial goals.

Market swings can rattle even the savviest savers, but reacting hastily often does more harm than good. With a calm mindset and a few steadying mantras, you can ride out volatility and stay focused on long-term financial performance.

Now that spring is here, it’s tempting to daydream about sunshine and getaways—but don’t let financial planning fall by the wayside. Now’s the perfect time to refresh your money mindset with five smart tasks for your spring financial checklist.

Today’s workforce is redefining what it means to retire. Are you considering a path between full-time work and complete retirement? Watch Savant Financial Advisor Libby Muldowney as she explores how to create a fulfilling lifestyle during this new phase of life.

Being named executor of a loved one’s estate can feel overwhelming. If you’re unsure about accepting the role, you’re not alone. Here’s what to know—and what to do—if you decide it’s not the right responsibility for you.

Last year, we launched the WealthConfidence Scorecard to help people understand and strengthen the eight key mindsets that influence financial well-being. Today, we’re focusing on “connectedness”—a mindset that plays a vital role in your financial confidence and overall fulfillment.

A new lifestyle trend is emerging in financial planning: micro-retirement. Popular among Gen Z, it offers a break from traditional work to recharge, travel, or pursue passions. But is it a smart move for your future? Let’s explore.

Katherine and James retired with dreams of leisure and travel—until Parkinson’s changed everything. Now caregivers, their story reflects a rising trend: retirees facing unexpected burdens. Financial strain, emotional stress, and lost freedom are reshaping what retirement really looks like today.

In times of market turbulence, emotional discipline and a sound framework are essential. As recent volatility stirs echoes of past crises, we remain steadfast in our evidence-based approach—anchored in patience, diversification, and perspective—to help weather uncertainty and pursue long-term financial success.

Whether you’re just starting to think about retirement or fine-tuning your existing plan, this on-demand webinar is tailored to equip you with actionable insights to help you prepare for retirement by building a solid financial foundation.

Being an executor is a difficult and time-consuming task, which is why it’s important to make the process as easy as possible for the loved ones you leave behind. Preparing in advance not only helps you ensure the best outcome, but it also helps your executor feel confident that they’re acting in accordance with your wishes.