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Browse articles, insights & resources by topic

Savvy Announcements

Stay updated with the latest updates and announcements from Savvy.

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Community as infrastructure
By
Ritik Maholtra
|
September 9, 2026
Savvy Wealth Named No. 1 Fastest-Growing Financial Services Firm in America by Inc. Magazine
By
Savvy Wealth
|
August 11, 2026
Savvy Wealth Unveils Two Proprietary Portfolio Strategies as SWIM Investment Division Surpasses 80% Advisor Adoption
By
Savvy Wealth
|
June 30, 2026

Global Markets Update

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

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September 2026 Global Markets Recap
By
Anshul Sharma
|
October 5, 2026
August 2026 Global Markets Recap
By
Anshul Sharma
|
September 8, 2026
July 2026 Global Markets Recap
By
Anshul Sharma
|
August 3, 2026

Financial Advisor Insights

Read more about Financial Advisor Insights

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September Is My New Year. Here Is How I Am Setting Goals Differently This Time
By
Hannah Basil Bryant
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September 16, 2026
Your Financial Plan Might Not Cross the Border: How to Ensure a Soft Landing for Your Finances
By
Albert Pinedo, CPWA®
|
June 29, 2026
The Psychology of Market Panic (And Why Smart Investors Still Fall For It)
By
Lindsey Leaverton
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June 15, 2026
The Great Market Coaster: How to Keep Your Cool in a Volatile Stock Market
By
Cindy Alvarez
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May 18, 2026
The AI Bubble & The Ice Maker
By
Lindsey Leaverton
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March 27, 2026
Construction and Renovation Financing In an Era of Economic Fragility
By
David Gottlieb
|
March 17, 2026

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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Why Doing Retirement Yourself Gets Harder as Wealth Grows
By
Clayton Johnson
|
September 28, 2026
Understanding Qualified vs. Non-Qualified Annuities: A Complete Guide for Smart Investors
By
Brian Jellig
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July 17, 2026
Fat FIRE vs. Lean FIRE: Which Early Retirement Path is Best for You?
By
Albert Pinedo, CPWA®
|
July 8, 2026
Social Security Schedule: When Do I Get My Next Payment?
By
Eric Kirste
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June 17, 2026
IRA vs. 401(k): A Comparison of Retirement Savings Vehicles
By
Nick McLaughlin
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April 16, 2026
Year-End Financial Planning: Tax Strategies and Contribution Deadlines You Shouldn’t Miss
By
Nick McLaughlin
|
November 5, 2025

Trust & Estate

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

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The 7 Most Common Estate Planning Mistakes (And How a Savvy Advisor Helps Clients Avoid Them)
By
Chris Chorlins
|
August 18, 2026
Per Stirpes: A Comprehensive Guide to Understanding and Using It in Estate Planning
By
Joshua Joffe
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May 6, 2026
Why Heirs Fire Their Parents’ Financial Advisor & What This Means for Today's Families
By
Jonathon Merickel
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April 21, 2026
Irrevocable Trusts: What You Gain and Give Up
By
Tyson Lokke
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June 27, 2025
Estate Planning Strategies for High-Net-Worth Individuals
By
David Gottlieb
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June 27, 2025
Understanding Trusts: What They Are, Types of Trusts, & Beneficiaries
By
Dan Perrino
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May 2, 2025

Portfolio Management

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

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Should Higher Bond Yields Change Your Stock and Bond Mix?
By
Clayton Johnson
|
September 29, 2026
Life Rarely Looks Like the Average
By
Anderson Wozny
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February 25, 2026
What Bees Teach Us About Portfolio Resilience
By
Anderson Wozny
|
February 12, 2026
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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Turning a Strong Income Into Future Options
By
Nathan Mirizzi
|
August 25, 2026
401(k) Rollover Mistakes: What You Give Up When You Move the Money to an IRA
By
Quintin Sharpe
|
August 12, 2026
Financial Planning for Business Owners: How to Build Wealth Inside and Outside Your Business
By
Patrick Traverse
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August 11, 2026
When Should You Hire a Dedicated Wealth Manager?
By
Justin Ericksen, CFP®, CFA, AFC®
|
August 6, 2026
How to Vet a Financial Advisor Before You Hire
By
Nathan Mirizzi
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August 6, 2026
Financial Planning in Your 30s: A Comprehensive Guide for U.S. Professionals
By
Clint Seefeldt, CFP®
|
June 19, 2026

Tax Strategy

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

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The 3 Most Overlooked Tax-Optimization Strategies That Could Save You Thousands
By
Dan Myers
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July 14, 2026
What Is a 409A Valuation? A Plain English Guide for Founders, Employees, and Equity Holders
By
Elijah Pell
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June 15, 2026
The New Reality of Taxes and Forced Income in Retirement
By
Elijah Pell
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June 15, 2026
Estate Taxes Explained: How to Protect Your Wealth and Legacy in 2026
By
Chris Benda
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June 15, 2026
What Is Tax Loss Harvesting?
By
Ryan Garland
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May 20, 2026
Mid-Year Tax Planning: Strategies to Help Reduce Your Tax Bill Next Year
By
Jonathon Merickel
|
May 18, 2026

Foundations & Endowments

Read more about Foundations & Endowments

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Direct Indexing vs ETFs: A Better Option for High Net Worth Investors
By
Colin Farr
|
March 11, 2024
Global Markets Update
September 2026 Global Markets Recap
By
Anshul Sharma
|
October 5, 2026
Portfolio Management
Should Higher Bond Yields Change Your Stock and Bond Mix?
By
Clayton Johnson
|
September 29, 2026
Retirement Planning
Why Doing Retirement Yourself Gets Harder as Wealth Grows
By
Clayton Johnson
|
September 28, 2026
Alternative Investments
Tax Optimization Strategies for Alternative Investments: UBTI, Carried Interest, and the 2026 Opportunity Zone Deadline
By
Jeff Brimhall
|
September 19, 2026
Investment Management
Savvy Portfolio Perspectives | September 2026
By
Anshul Sharma
|
September 16, 2026
Financial Advisor Insights
September Is My New Year. Here Is How I Am Setting Goals Differently This Time
By
Hannah Basil Bryant
|
September 16, 2026
Savvy Announcements
Community as infrastructure
By
Ritik Maholtra
|
September 9, 2026
Global Markets Update
August 2026 Global Markets Recap
By
Anshul Sharma
|
September 8, 2026
Financial Planning
Turning a Strong Income Into Future Options
By
Nathan Mirizzi
|
August 25, 2026
Trust & Estate
The 7 Most Common Estate Planning Mistakes (And How a Savvy Advisor Helps Clients Avoid Them)
By
Chris Chorlins
|
August 18, 2026
Investment Management
Savvy Portfolio Perspectives | August 2026
By
Anshul Sharma
|
August 12, 2026
Financial Planning
401(k) Rollover Mistakes: What You Give Up When You Move the Money to an IRA
By
Quintin Sharpe
|
August 12, 2026

Advisor Content

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

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CRM for Financial Advisors: The Complete Guide to Choosing and Implementing the Proper System
By
Steven Cherucheril
|
January 23, 2026
LinkedIn Marketing for Financial Advisors: How to Attract High-Value Clients and Build Authority
By
Steven Cherucheril
|
January 23, 2026
Email Marketing for Financial Advisors: The Complete Guide to Client Retention and Growth
By
Steven Cherucheril
|
January 23, 2026
Facebook Marketing for Financial Advisors: The Complete Guide to Client Acquisition in 2026
By
Steven Cherucheril
|
January 23, 2026
SEO for Financial Advisors 101: The Essential Guide to Organic Growth
By
Steven Cherucheril
|
January 23, 2026
21 Financial Advisor Marketing Ideas to Grow Your Practice in 2026
By
Steven Cherucheril
|
January 23, 2026
Content Marketing for Financial Advisors: A Practical Playbook for Growth
By
Steven Cherucheril
|
January 23, 2026
Digital Marketing for Financial Advisors: What Actually Works
By
Steven Cherucheril
|
January 22, 2026
How to Build a Financial Advisor Marketing Plan (Step-by-Step Guide)
By
Steven Cherucheril
|
January 22, 2026
Guide to Financial Advisor Marketing: Strategies, Plans, Tools, and Templates
By
Steven Cherucheril
|
January 22, 2026
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

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