Savicki Capital

11/03/2020

Wondering what to do with your post-election investments? Call us!

09/10/2020

This is a helpful article to get the basics of investment strategy. Call us today so we can customize a plan that is right for and/or your company!

Investment strategies give you a framework to help you make decisions that will get you closer to reaching your retirement goals.

07/24/2020

Let us help you! That's why Savicki Capital exists.

07/09/2020

Figuring out investments as an individual, business, or not-for-profit can be overwhelming and it can be easy to let that stop you from putting an investment portfolio together.


That’s where we come in. Together we will look at your goals, your budget, and your desire for the future to come up with an investment plan that is catered to your specific interests or the interests of the group you represent. 

We will form a team. You bring the goals and we bring the know-how to get there.

Schedule an appointment today. Coronavirus or not, today is always a good day to get a head start on your financial planning.

We are a Registered Investment Advisory firm that provides financial advice, management, planning and strategies to individuals and not-for-profit organizations

07/02/2020

Several reasons to consider investing with an RIA (like us!)

1. Personal service: We are only looking out for the best interest of our customers. That means we are available to talk through your individual needs and goals and make a plan that suits YOU. Plus, you can reach out to us anytime with questions because we are truly here to help you succeed.

2. Incentive: Not only do we just genuinely love helping our customers, we succeed when you succeed so we have even more incentive to help you reach your personal goals.

3. Taxes can be considered: unlike mutual fund holders who do the best for the fund without consideration of the individual stake holders taxes, an RIA has the freedom and responsibility to work for the good of each individual client!

4. Reporting: We can offer exceptional service and reports which is especially appealing for our group clients (non-profits, pension plans, etc).

5. Client’s Best Interest: As an independently owned and operated RIA, we hold the fiduciary duty to always act in the best interests of our clients.

Book an appointment with us today!

https://www.savickicapital.com/contact-us/

07/01/2020

Have you been wondering if now is a good time to get started with investing? 

We get this question a lot. With all that the market has gone through this year, everyone is wondering if this is a good time to dive into investing? 

The truth is, you can try to decide what the exact best moment for investing is but you will likely be wrong. There are so many factors that go into making those determinations.


That said, costs are relatively low right now so it is a good time to get started AND whenever you CAN start is exactly the time you SHOULD start.

You don’t have to have a ton of money set aside and be willing to take an enormous risk but you can start investing and making a plan for your retirement if you haven’t already.

Call us today so we can talk about how you can get started with the budget you have and the options that are currently available.

Grow, Preserve, and Transfer your Wealth with Savicki Capital Investment Services.

06/25/2020

We love what we do!

06/12/2020

When you consider investment during a time of financial uncertainty, it can come with even more questions than it normally does.

This is why it’s critical to meet with an investment advisor (like us!). 

You already have a day job. Even more than usual, this year you have more than enough on your mind.

But this is our day job - we are here to answer your questions and give you unbiased help. 

As an independently owned and operated registered investment advisor, we hold the fiduciary duty to always act in the best interests of our clients.

That means, we make it our aim to give you the best, most up-to-date information possible so that you can see success in your finances and long term goals.

2020 has been stressful and overwhelming for many. But it doesn’t have to overwhelm your finances. Call us today at (315) 624-9014

05/29/2020

Impulse buying can be especially tempting during times of uncertainty which is why we recommend you puts some checks and balances in place to help you avoid taking on additional debt.

Times of crisis and financial uncertainty don’t have to be a time to panic but we must be wise! As we’ve talked about, getting your budget into shape and cutting unnecessary spending are critical for your success in this season.

Along with that comes the responsibility and necessity of refusing additional debt. Unless absolutely necessary, avoid major purchases that will increase your debt to income ratio. And set up accountability to make this easier. 



Less debt is always better! Use this time to buckle down and payoff what you have. If you commit, you may leave this time of upheaval even better than you started!

Give us a call with your questions so we can discuss the best way forward for your and your family.

https://www.savickicapital.com/contact-us/

05/22/2020

Don’t cash in your investments out of fear.

This has been a challenging time financially. When things like this happen, it can be tempting to make rash decisions. ��But you don’t have to!

Investing can be a bit of a scary ride. It has many ups and downs which is why we focus on the longterm direction of investments rather than daily fluctuations.

This is why Savicki Capital exists - to give you the insights and information you need to keep going with confidence. ��Give us a call today so we can talk about the best way forward for YOUR situation. We love customizing our service to meet your specific needs.��Fear doesn’t have to win during or after Covid-19.

(315) 624-9014

05/15/2020

In seasons of financial uncertainty, it’s always a good idea to review your budget and cut unnecessary spending. We talked last week about the need to cut charges for services you don’t use but unnecessary spending goes beyond that.

Consider this as you review your budget - what do you need at the bare minimum to live and pay your bills? �
After you have a bare minimum base line, you can add luxury items back in as you have the income available. ��A survival budget allows you the freedom to think through what you really need when costs and income can fluctuate unexpectedly.

For more information or to schedule a virtual appointment, contact us at (315) 624-9014

05/07/2020

Overtime it’s easy to have a series of monthly and annual charges add up. We forget about them and they just come out of our accounts without a thought. Coronavirus has provided a necessary opportunity to review all charges on your bank statement and consider what you actually NEED.

Contact every subscription and service you don’t use to cancel your accounts. Contact monthly services you do use to ask for possible reductions or promotions that are currently running.

This can save you a lot of money over the course of the year which can make a significant improvement on your finances in these uncertain times.

And remember, we’re truly interested in what is best for YOU so reach out anytime with any questions.