Below is a weekly update from our Chief Investment Officer, Dr. Scott Lummer. He co-hosts a seven minute audio segment entitled “Market Matters.” In this week’s segment, Scott talks about the key facets of creating an investment policy, and the importance of asset allocation. He describes the factors to consider in determining an asset allocation, the frequency in which asset allocation should be revisited, and the major changes in market conditions that have affected desired asset allocations. Each week he covers a different piece of investment news focusing on recent events in the capital markets, and relates them to Savant Investment Group’s perspective on investing.
Listen to the Audio