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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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August 2025 Global Markets Recap Copy
By
Michael McCarthy
|
September 5, 2025
July 2025 Global Markets Recap
By
Michael McCarthy
|
August 19, 2025
Q2 2025 Global Markets Recap
By
Michael McCarthy
|
July 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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Individual Retirement Accounts (IRAs): What They Are and How to Open One
By
Chase Austin
|
June 26, 2025
IRA vs. 401(k): A Comparison of Retirement Savings Vehicles
By
Nick McLaughlin
|
June 26, 2025
Getting Started with Retirement Planning
By
Louis Green, CFA®, CFP®, CPWA®
|
June 26, 2025
Pension vs. 401(k): Which is Best for Retirement?
By
Luis Miletti Jr., CIMA®, CRPC®
|
June 10, 2025
What Are Social Security Benefits?
By
John Khoury
|
May 7, 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
Adam Dean
|
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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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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Earnings Per Share (EPS): What It Is and How to Calculate
By
Greg Kirwan
|
August 21, 2025
Discovery Questions for Financial Advisors: What to Ask Prospective Clients
By
Brian Mills
|
August 21, 2025
Understanding Capital Gains Tax: Definition, Rates, and Calculations
By
Jason Craine
|
June 26, 2025
High-Net-Worth Financial Planning Strategies
By
Janelle Van Meel
|
June 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
Jeff Peller, CFP®, PFS, CPA, CEPA
|
June 9, 2025
Global Markets Update
August 2025 Global Markets Recap Copy
By
Michael McCarthy
|
September 5, 2025
UVA's Economic Insights
The Importance of Fed Independence, Especially as the Economy Cools
By
Robert Barone
|
September 4, 2025
UVA's Economic Insights
Intel, the Iliad, and the Hubris of State Capitalism
By
Joshua Barone
|
August 28, 2025
UVA's Economic Insights
Bitcoin Treasury Companies: A Simple Idea That Could Reshape Corporate Finance
By
Joshua Barone
|
August 27, 2025
Financial Advisor Insights
I Won the Lottery! Now What?
By
Scott Eichler
|
August 22, 2025
Financial Advisor Insights
Understanding Gross Income: Definitions, Calculations, and Applications
By
Scott Eichler
|
August 22, 2025
UVA's Economic Insights
AI Euphoria Meets Economic Reality: What the Markets Might Be Missing
By
Joshua Barone
|
August 21, 2025
Financial Planning
Earnings Per Share (EPS): What It Is and How to Calculate
By
Greg Kirwan
|
August 21, 2025
Advisor Content
Should You Use an Advice-Only Model as a Financial Advisor?
By
Ritik Maholtra
|
August 21, 2025
Advisor Content
The Pros and Cons of Starting Your Own Financial Advisory Firm or RIA
By
Ritik Maholtra
|
August 21, 2025
Advisor Content
How to Scale Your RIA from $50M to $500M
By
Ritik Maholtra
|
August 21, 2025
Advisor Content
When Is the Right Time to Go Independent as a Financial Advisor?
By
Ritik Maholtra
|
August 21, 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