Articles, Market Commentary
& More

Past Commentary & Articles

Videos
April 24, 2025
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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.

Article
April 23, 2025
The Retirement Coach, Jack Phelps, Savant Wealth Management

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 Commentary
April 22, 2025
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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.

Article
April 21, 2025
financial checklist

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.

Article
April 16, 2025
connectedness mindset

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.

Article
April 14, 2025
caregiving

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.

Article
April 10, 2025
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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.