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Blog

Browse articles, insights & resources by topic

Savvy Announcements

Stay updated with the latest updates and announcements from Savvy.

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How Savvy leverages AI: We empower advisor expertise, not replace it
By
Eric Hurkman
|
July 25, 2025
The Empowered Advisor: Redefining Wealth Management in the Age of AI
By
Ritik Malhotra
|
July 2, 2025
Savvy Advisors Surpasses $1 Billion in AUM
By
Amit Chowdhry
|
January 13, 2025

Global Markets Update

Explore the latest market trends, data, and analysis to stay informed and make confident financial decisions.

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Q3 2025 Global Markets Recap
By
Anshul Sharma
|
October 10, 2025
The One Big Beautiful Bill Act: What Investors Need to Know Now
By
Anshul Sharma
|
September 23, 2025
August 2025 Global Markets Recap
By
Michael McCarthy
|
September 5, 2025

Financial Advisor Insights

Read more about Financial Advisor Insights

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I Won the Lottery! Now What?
By
Scott Eichler
|
August 22, 2025
Understanding Gross Income: Definitions, Calculations, and Applications
By
Scott Eichler
|
August 22, 2025
How to Invest When the Market Is Down
By
Tyson Lokke
|
June 26, 2025
Got a Lot Riding on One Stock? Here’s How to Make It Work for You
By
Brian Boswell
|
June 25, 2025
Want More Control Over Your 401(k)? Here’s What You Should Know About Self-Directed Brokerage Accounts
By
Brian Boswell
|
June 24, 2025
Your Guide to Small Business Taxes for Beginners
By
Frank Remund, CFP®
|
June 9, 2025

Retirement Planning

Plan for your dream retirement with Savvy. Get expert advice on savings, investments, and strategies to secure your future.

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Philanthropy and Charitable Trusts Explained
By
Mike Smith
|
October 17, 2025
Roth IRA vs. Traditional IRA: Which Is Right for Me?
By
Kristin V Dunlevy
|
October 16, 2025
Roth 401(k) vs Traditional 401(k): Which is Right for You?
By
Dave Sharpe
|
October 16, 2025
What is a Living Will? Definition, Purpose, and How to Prepare One
By
Eric Passin
|
October 15, 2025
Social Security Taxation After Age 70: Guide to Minimize Taxes
By
Brian Boswell
|
October 14, 2025
What Happens to Your 401(k) If You Quit Your Job?
By
Frank Remund, CFP®
|
October 14, 2025

Trust & Estate

Navigate the intricacies of wealth preservation and legacy planning with guidance from our seasoned professionals.

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Irrevocable Trusts: What You Gain and Give Up
By
Tyson Lokke
|
June 27, 2025
Estate Planning Strategies for High-Net-Worth Individuals
By
David Gottlieb
|
June 27, 2025
Understanding Trusts: What They Are, Types of Trusts, & Beneficiaries
By
Dan Perrino
|
May 2, 2025
Estate Planning Guide: Definition, Meaning, and Key Components
By
Josh Bergman
|
May 1, 2025
The Ultimate Guide to Succession Planning
By
Chase Austin
|
March 25, 2024

Portfolio Management

Unlock the secrets to optimizing your investments for long-term growth.

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What is a Bond? Corporate, Municipal, Treasury, Government Bonds
By
Dan Brady
|
October 17, 2025
How to Diversify Your Investment Portfolio
By
Colin Farr
|
June 30, 2025

Financial Planning

Discover expert financial planning tips and strategies from Savvy Wealth. Learn how to budget, invest, plan for retirement, and build a secure financial future.

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How to Make Your Child a Multi-Millionaire: 3 Common Wealth-Building Strategies
By
Steve Marcou
|
October 20, 2025
The 3 Bucket Strategy: Roth, Traditional, & After-Tax Brokerage
By
Matthew Finley
|
October 17, 2025
Financial Planning in Your 20s: Building Wealth & Strong Financial Habits
By
Sandee Mapp
|
October 17, 2025
What Do You Need to Start an Investment Fund?
By
Michael Most
|
October 14, 2025
How Much Does A Financial Advisor Cost? Fee Guide & Value Analysis
By
Anshul Sharma
|
October 14, 2025
Annual Percentage Rate (APR): What It Means and How It Works
By
Aaron Wiegman
|
October 10, 2025

Tax Strategy

Discover tax-efficient strategies to maximize your wealth and minimize your tax burden.

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What is the Alternative Minimum Tax (AMT)?
By
Cindy Alvarez
|
August 21, 2025
Savvy’s Top Tax Planning Strategies for Efficiency
By
Alex Barnes, CFP®
|
June 9, 2025
Financial Planning
How to Make Your Child a Multi-Millionaire: 3 Common Wealth-Building Strategies
By
Steve Marcou
|
October 20, 2025
Retirement Planning
Philanthropy and Charitable Trusts Explained
By
Mike Smith
|
October 17, 2025
Financial Planning
The 3 Bucket Strategy: Roth, Traditional, & After-Tax Brokerage
By
Matthew Finley
|
October 17, 2025
Portfolio Management
What is a Bond? Corporate, Municipal, Treasury, Government Bonds
By
Dan Brady
|
October 17, 2025
Financial Planning
Financial Planning in Your 20s: Building Wealth & Strong Financial Habits
By
Sandee Mapp
|
October 17, 2025
Retirement Planning
Roth IRA vs. Traditional IRA: Which Is Right for Me?
By
Kristin V Dunlevy
|
October 16, 2025
Retirement Planning
Roth 401(k) vs Traditional 401(k): Which is Right for You?
By
Dave Sharpe
|
October 16, 2025
UVA's Economic Insights
The McRib Index: Fast Food as a Forward-Looking Indicator of Economic Stress
By
Joshua Barone
|
October 16, 2025
UVA's Economic Insights
Google’s Indexing Restructure: From 100 to 10 – A Strategic Misstep That Tightens the Gate on AI and SEO
By
Joshua Barone
|
October 16, 2025
UVA's Economic Insights
Stablecoins as Modern War Bonds: A New Anchor for the Treasury Market Amid a Fragmenting Dollar Order
By
Joshua Barone
|
October 16, 2025
Retirement Planning
What is a Living Will? Definition, Purpose, and How to Prepare One
By
Eric Passin
|
October 15, 2025
UVA's Economic Insights
The Shutdown Continues; Employment & Housing Weaken; The Fed is Likely to Lower Rates
By
Robert Barone
|
October 14, 2025

Advisor Content

Curated strategies, tools, and resources for financial advisors and wealth managers

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Should You Use an Advice-Only Model as a Financial Advisor?
By
Ritik Maholtra
|
August 21, 2025
The Pros and Cons of Starting Your Own Financial Advisory Firm or RIA
By
Ritik Maholtra
|
August 21, 2025
How to Scale Your RIA from $50M to $500M
By
Ritik Maholtra
|
August 21, 2025
When Is the Right Time to Go Independent as a Financial Advisor?
By
Ritik Maholtra
|
August 21, 2025
Transitioning Clients When Changing RIAs
By
Ritik Maholtra
|
August 21, 2025
A Guide to Transitioning Financial Advisor Clients
By
Ritik Maholtra
|
August 21, 2025
Selling Your Financial Practice: A Guide for Advisors in Transition
By
Ritik Maholtra
|
June 13, 2025

Book time with one of our Savvy Advisors today

Book time with one of our Savvy Advisors today