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Introducing MarketWise

As the Coronavirus crisis began unfolding in February and March of this year, investors were confronted with an exhausting deluge of information – some relevant, most not – related to the potential health, economic and market impacts from this historic pandemic. At Savant, we wanted to arm our clients and other constituents with a concise and relevant resource that aimed to sift through the noise and provide context around what can only be described as a fluid situation. What resulted was an appropriately named (at the time) “Guide to the Coronavirus Crisis” chart pack that our investment team updated weekly and shared with clients and publicly on social media.

While the current health and economic crisis sadly remains with us, we felt it was important to shift the focus and frequency away from COVID-19 and into a broader market companion that will live on far beyond the current environment. J.P. Morgan has done a wonderful job growing and refining their “Guide to the Markets” brand over the years and we hope to do the same here, but with our own unique angle.

After a fun little internal naming contest, we ultimately settled on calling it MarketWise to reflect our updated branding and our objective of delivering knowledge and confidence to those we share it with. While we anticipate this being primarily a resource for our advisors and their clients, we want to make it available to anyone who might find value from it. For that reason, we will continue to share it on our website and on social media and will be adopting a monthly cadence rather than weekly.

It has been fun watching this resource evolve over the six or so months we have been producing it. To us, this is a living, breathing document that we will continually look to improve and refine based off the feedback we receive. With that in mind, please take a look and share your thoughts and suggestions for future enhancements!

Check out the full August edition here:

MarketWise: August 2020 Edition (Savant Wealth Management)

About the author

Phil Huber, CFA, CFP®

Phil is the Head of Portfolio Solutions for Cliffwater, a leading alternative investment adviser and fund manager. Prior to joining Cliffwater in 2024, Phil was the Chief Investment Officer for Savant Wealth Management, a multi-billion dollar wealth management firm. Phil has been involved in the financial services industry since 2007. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a member of the CFA Society of Chicago. More about me here. Twitter: @bpsandpieces

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