Savvy Wealth

06/18/2026

After April's rebound, May showed just how much the rally now leans on a single theme.

The S&P 500 rose 5.2% to a record high and the Nasdaq gained 8.4%, but technology did nearly all the heavy lifting, climbing roughly 16% while most other sectors lagged or declined.

In our May 2026 Global Markets Recap, Savvy's Chief Investment Officer Anshul Sharma breaks down how AI leadership pushed indexes to new highs, why market breadth is narrowing, and what rising yields and a more cautious Fed mean for the road ahead.

Swipe through for the key takeaways, then read the full analysis here👇 https://hubs.la/Q04lDlQc0

06/17/2026

We are proud to share that four Savvy advisors have been named to AdvisorHub's 400 Advisors to Watch list!

Brad Morgan, #7
Steven Harp, #89
Cindy Alvarez, #114
Anderson Wozny, #134

This recognition reflects the dedication, expertise, and client-first approach each of them brings to their practice every day. It's also a testament to the exceptional talent across the Savvy team and why we invest so deeply in our people.

Congratulations to all of the advisors recognized on this year's list.
https://hubs.la/Q04lMhJx0

06/17/2026

Most retirement advice focuses on maximizing a single account.

But real tax efficiency comes from how your accounts work together.

Jacob LaRue explains why coordinating your Roth accounts, traditional 401(k), and brokerage accounts can create more flexibility and potentially lower lifetime taxes.

Inside:
• Why tax diversification matters
• Roth conversion opportunities for high earners
• How asset location improves after-tax returns
• Why withdrawal timing impacts retirement income
• The hidden risks of overloading tax-deferred accounts

The goal isn’t just building wealth. It’s controlling how much you keep after taxes.

Learn how tax diversification across Roth, 401(k), and brokerage accounts can lower lifetime taxes and give you more control in retirement. Read more.

06/16/2026

Your 401(k) may be working against you in retirement. Here’s why future tax planning matters—and how thinking about forced income today can change your financial future.

Check out Elijah Pell's recent blog👇

Millions in tax-deferred savings can create a retirement tax trap. Learn how future tax planning helps you make smarter decisions today.

06/15/2026

Choosing the right savings accounts for your kids is one of the most important financial decisions you'll make — and in 2026, the options are more powerful (and more complex) than ever.

Check out Dan Perrino's latest blog to learn about:
●How 529s, Roth IRAs, UTMAs, and the new Trump Account (530A) each work
● Which accounts hurt your child's financial aid eligibility — and which don't
● How to stack these accounts together for maximum long-term impact

Read more here👇

Compare tax rules, FAFSA impact, contribution limits, and the new 530A Trump Account. Discover everything parents need to choose the right accounts for kids.

06/12/2026

The debt-service coverage ratio is one of the first things lenders look at when evaluating potential business loans, yet it is often misunderstood.

Our wealth manager Patrick Traverse was recently quoted in The Wall Street Journal Buy Side, breaking down what debt-service coverage ratio actually measures and where it falls short: "It's a snapshot, not a forecast. It tells you what the business did, not what it will do when revenue dips, a major expense hits or the market shifts."

Read the full article below for more on what business owners should know when pursuing financing.👇
https://hubs.la/Q04kLYyz0

06/11/2026

Most investors already have exposure to AI in their portfolios, but many don’t realize how concentrated it may be.

Our chief investment officer Anshul Sharma recently wrote in Barron’s-Advisor on what a more disciplined AI investment strategy looks like and why the conversation should extend beyond the handful of companies driving index returns.

Read Anshul’s full piece on how AI-driven growth is showing up across infrastructure, energy, industrials, and real assets, and why the right entry point depends on a client’s risk tolerance, liquidity needs, and broader financial picture.

https://hubs.la/Q04kMqY40

06/10/2026

Most investors think dividend income is straightforward. It isn’t.

Jason Craine explains how taxation quietly changes your after-tax return more than most people realize.

Key distinctions that matter:
• Qualified dividends are taxed at 0%, 15%, or 20%
• Ordinary dividends are taxed at income rates up to 37%
• Holding period rules determine tax treatment
• Asset location can reduce long-term tax drag

Small differences in structure can meaningfully change what you keep.

Read more👇

Discover how ordinary vs. qualified dividends impact your taxes and how to plan wisely.

06/09/2026

We're honored to be named one of Fortune's Best Workplaces in New York!

Rankings like this come down to one thing: the people.

From day one, we've bet that the best way to reinvent wealth management is to assemble a team that invents the future rather than wait for it, does it together, and gets a little better each day.

To every Savvy team member who got us here: thank you.

There's never been a better time to be part of what we're building. The approach is proven, the team is strong, and the best chapters are still ahead. If you want to help write them, we're hiring.

Come build with us. https://bit.ly/4usAgh8

06/08/2026

As people approach retirement, a lot of financial decisions pop up fast, and the order in which these decisions are made matters.

Our wealth manager Dave Sharpe was recently quoted in Kiplinger discussing the critical planning window facing Generation Jones (ages 61–72) as they approach retirement.

From when to claim Social Security to managing IRMAA surcharges on Medicare premiums, the choices made in this window can have a significant impact on retirement outcomes.

Read the full Kiplinger piece here 👇
https://bit.ly/4vrdXJq