Savant Wealth Management: Seeking Broad Market Exposure

Published on October 10, 2024

Gina M. Beall, director of investment research with the firm, talks about why Savant stays away from concentrated portfolios.

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Q3 2024 Earnings Preview - Deeper Downward Revisions Set S&P 500 Companies Up for Big Beats

October 10, 2024
The wait is over for earnings watchers, as the latest quarterly read on US corporations kicks off with reports from JPMorgan Chase and Wells Fargo on Friday. Earnings will provide a gut check on the state of the US economy, and investors will be looking for these results to confirm the mostly improving economic data that’s been released in the last month or so.

The Alpha Equation: Myths and Realities

October 10, 2024
Alpha (α) is a fundamental yet poorly understood concept in finance. Simply put, it is the difference between the return of an investment and that of a risk-adjusted benchmark. In a more advanced definition, alpha is the residual in an asset pricing equation (see Appendix A). Alpha is what active managers strive to achieve and passive managers do not pursue.