Savvy Wealth

Data center REITs have become a hot commodity for those looking to diversify beyond stocks and bonds, but bargains still exist in the broader REIT space for investors who know where to look.

Our wealth manager Scott Eichler was recently featured in Daily Upside breaking down his approach to evaluating REITs across multifamily, industrial, and mortgage sectors, and how he thinks about sizing REIT exposure within client portfolios.

Read more here 👇
https://hubs.la/Q04qQqgx0

This month's Portfolio Perspectives from the Savvy Wealth Investment Management Team, the market views and insights informing how we position Savvy Total Portfolios.

This month: the semiconductor sell-off looked alarming, but we read it as a rotation within an ongoing bull market, not the start of risk-off. Growth is above trend, inflation is cooling, and the Fed looks less hawkish than markets feared.

Read the full report → https://hubs.la/Q04pWp-x0

Check out Albert Pinedo and Luis Villavicencio's latest piece on why Fat FIRE is a completely different game for high earners.

We're talking 40–50 year horizons, concentrated equity positions, private healthcare costs of $20K–$40K/year, and a 4% withdrawal rule that wasn't designed for someone retiring at 45.

The piece breaks down: → Lean FIRE vs. Fat FIRE — what actually separates them → Why the 4% rule undersells your real risk → How to handle RSUs and concentrated stock on your way out → The tax moves that can shave years off your timeline

If early retirement is on your radar, the generic advice isn't built for your situation.

Fat FIRE vs. Lean FIRE: Which Early Retirement Strategy Fits? Learn how high-earning professionals use tax strategy, equity management, and specialized planning to retire early without sacrifice.

With summer in full swing, people are spending more on travel, dining out, concerts and weekend getaways—often without realizing how quickly it adds up.

Our wealth manager Jonathon Merickel spoke with Current about how to keep summer spending from quietly derailing your financial goals, and why the season can be just as dangerous to your wallet as the holidays.

Read the full article here 👇
https://hubs.la/Q04p5yrl0

Savvy Wealth has been featured on Newsweek's America's Greatest Startup Workplaces 2026!

Building a wealth management platform that advisors actually want to use starts with a workplace that our team actually wants to be part of.

This list recognizes the top 250 U.S. startups for excellence in workplace culture and sustainable growth, based on key performance indicators like employee satisfaction, operational growth, client engagement, investor confidence, and future expansion plans, drawn from an analysis of 26,000 companies.

To every advisor in our network and everyone building alongside us: thank you. Get into the good stuff: https://hubs.la/Q04p1cxT0

With June job growth coming in well below expectations, some investors are breathing a sigh of relief as the case for a near-term Fed rate hike weakens.

Savvy Wealth CIO Anshul Sharma was quoted in Reuters on what the cooler jobs data means for markets: "A consistent pattern of moderating labor market conditions and easing inflation would reinforce the case for a more accommodative Fed and support the current market outlook.

Read the full article here for more on how investors are interpreting the June jobs data and what it could mean for the Fed's next move.
https://reut.rs/4y7Fy4s

With semiconductors falling for a second straight day Thursday and dragging on the Nasdaq, investors began reassessing the AI trade.

Savvy Wealth CIO Anshul Sharma spoke with CNBC’s Sean Conlon on what the selloff signals: "This is a rotation potentially out of a sector that's been red hot for the last few months and into other areas, but I also do think that there's a little bit of a revaluation of the AI trade in itself. If companies are more sensitive to the cost of compute, is that going to be the next area that they're going to focus on?"

Read the full article here for more on how investors are thinking about the AI trade as the sector rotation 👇http://unfolds.https://https://cnb.cx/3RhuHo5

Savvy was founded on the belief that every advisor deserves the freedom to build a practice of their own, unburdened by the restrictive covenants commonly found at wirehouses, broker-dealers, or mega-RIAs.

As the country celebrates 250 years of independence, Savvy advisor Brad Morgan spoke with Gregg Greenberg for InvestmentNews about what drove him to pursue independence, what surprised him on the other side, and how Savvy provided the infrastructure and technology to serve clients on his own terms.

Read the full article to learn more about Brad's journey to independence and why it has made all the difference in his career. 👇

https://bit.ly/3QSaFQU

Most financial plans assume you'll stay in one country your entire life. For 250 million people living outside their country of birth, that assumption can be costly.

Albert Pinedo breaks down the 3 cross-border traps that catch even well-advised clients:

→ The Substantial Presence Test — how a day-count threshold can make your entire worldwide income taxable in the U.S.

→ The PFIC problem: why building a local investment portfolio abroad can push your effective tax rate above 50%

→ Why the CFP curriculum has 212 learning objectives, but only 1 addresses cross-border planning.

A visa strategy that looks perfect to an immigration lawyer can accidentally trigger permanent tax residency if it's never vetted against your estate plan. The difference between a compliant plan and a costly mistake is coordination.

Your Financial Plan Might Not Cross the Border: How to Ensure a Soft Landing for Your Finances Cross-border financial planning is full of traps most advisors aren't trained to spot. Albert Pinedo covers the Substantial Presence Test, PFIC rules, and why coordinated planning is the real fix.

As redemption requests from private credit funds continue to rise, BDCs are becoming an increasingly relevant option for investors seeking private credit exposure.

Our manager Joshua Barone was recently quoted in Bloomberg on why publicly traded BDCs deserve a closer look right now and what the market is already signaling about the value of these books.

Read the full article here 👇
https://hubs.la/Q04n7vNk0