Savvy Wealth

AI is transforming what’s possible for advisors and their clients. In a recent article, our founder and CEO Ritik Malhotra explains why it’s time for advisors to fully embrace AI, demonstrating how the technology can help the industry retain its human touch by freeing up valuable time for advisors to better empower clients in sustaining and growing their wealth. To learn more about how AI is shaping the future of wealth management, read the full Barron's article here 👉 https://lnkd.in/gEBfyfb4

In a wide-ranging Q&A with Citywire RIA, Ritik Malhotra shares Savvy Wealth's growth story and how we relentlessly execute to help advisors build their advisory practices. 👉 https://hubs.la/Q030cz9j0

By the end of 2020, many financial advisors were weary of commercial real estate and its future. But as we head into 2025, the outlook is very different from what so many expected. David Gottlieb Wealth Manager at Savvy Advisors, spoke with InvestmentNews about why waiting for a commercial real estate crash might not be the best move. He believes there’s still plenty to be optimistic about, even with challenges like declining multifamily rents and ongoing pricing pressures that are still worth watching. Read more about David’s outlook here: https://hubs.la/Q0302ztH0

Recent studies show advisors are split on direct indexing as an alternative to other investment strategies. Savvy wealth manager Brad Morgan, CFP® had a conversation with Josh Welsh about the benefits of direct indexing and addressed some of the biggest misconceptions, particularly the ability to control tax opportunities and capital losses. Read the full InvestmentNews article to discover why more advisors should consider turning to direct indexing. 👉https://hubs.la/Q02_Z-2C0

Brad Morgan, CFP® explains why Direct indexing permits shifting from P&G stock to a broader portfolio. Key Points: ➡️ Sell shares gradually to control tax impact ➡️ Exclude specific stocks or sectors ➡️Tailor holdings to personal preferences Read more here 👉 https://hubs.la/Q02_gmJv0

There are countless strategies to pay down debt. Wondering which methods might best fit your situation? Our wealth manager Eric Kirste, CFP®, CIMA®, AIF® spoke with Laura Beck to discuss the merits and tactics behind some of the most common practices, including the psychology of paying off small debts early and the importance of ensuring you are specific in your budgeting for debt payment. Read the full GOBankingRates article to learn more about Eric's perspective on Dave Ramsey’s recent advice.👉 https://hubs.la/Q02_LjV10

Have you considered the risk and rewards of alternative investments like REITs, private equity, and commodities? Here are some key considerations: ● REITs: Steady income and liquidity, but sensitive to interest rates. ● Private Equity: High return potential, but illiquid. ● Commodities: Inflation hedge, yet prone to volatility. Want to dive deeper? Savvy Wealth Advisor Colin Farr, CFP® breaks down managed futures, cryptocurrency, and other strategies that might fit your long-term goals in the guide 👉🏼 https://hubs.la/Q02-_NBN0

As the calendar turns, entrepreneurs are making plans for 2025 and beyond. In a recent GOBankingRates article, Savvy Wealth Founder and CEO Ritik Malhotra shared his top lessons with Gabrielle Olya from launching three startups before 30. His biggest lessons include the importance of strategic hiring, understanding the customer, adaptability, and prioritizing time to recharge and reflect. Read the full article to learn more about Ritik's entrepreneurial journey: 👇 https://hubs.la/Q02_gfmp0

As a Procter & Gamble employee, navigating Grantor Retained Annuity Trusts (GRATs) can be confusing, especially when looking to transfer wealth in a tax efficient manner. Listen in if you're looking to transfer P&G stock growth to your heirs without gift tax: Key points in our Strategic Guide to Tax-Efficient Wealth Transfer for Procter & Gamble Employees 🔊 ➡️ Transfer asset growth without gift tax ➡️ Retain annuity income ➡️ Align with P&G stock holdings ➡️ Consider IRS hurdle rates Savvy Wealth advisors Brad Morgan, CFP® and Nate Kunkel, CFP® break it all down on the blog 👇 https://hubs.la/Q02_gfd90

With the growth of robo-advisors, some are rethinking the role of human advisors in the wealth management space. Savvy Wealth founder and CEO Ritik Malhotra joined David DeCelle on the Model FA podcast to discuss the importance of maintaining human advisor-client relationships while utilizing AI. He discussed how Savvy Wealth’s purpose-built AI-powered platform optimizes efficiency by streamlining tasks like report writing and content creation. Give the full episode a listen to hear how Savvy Wealth’s platform bridges this gap.👇https://bit.ly/4ikqusl