Press Room

Financial advisor Joel Cundick was quoted in a MarketWatch article about what to do once the money has been moved over after a 401(k) rollover.

Financial advisor David McCormick-Goodhart suggests setting up automatic payments for bills in an article about financial to-dos before leaving on a trip, which appeared in GOBankingRates.com.

The Chicago Lighthouse honored financial advisor and Savant board member Dave Huber and his wife Nancy with the Beacon of Light Award.

Kevin Hrdlicka, COO of Savant and Michael Paley COO of Klingman & Associates provide some actionable suggestions for RIAs looking to scale their firms to the next level in Ep 30 of the COO Roundtable podcast.

On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss planning for risk and life's contingencies.

On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss assessing and managing risks in relation to your goals.

Financial advisor David McCormick-Goodhart was quoted in U.S. News and World Report about what to do with your 401(k) balance after a job loss.

Financial advisor Jeff Lewis was interviewed by WIFR about the approaching May 17 tax deadline.

Financial advisor Sarah McGinniss was quoted in GOBankingRates.com about the importance of signing up for employer retirement plans.

On The Voice of Santa Fe, Richard Eeds and financial advisor Don Duncan discuss the importance of preparing for life's contingencies by having a financial back-up plan. And, Don shares a personal anecdote from his past - how he had to pivot from his original plan to become a professional wrestler!

Savant's Chief Strategy and Innovation Officer will be a panelist for RIA Insights Panels: Live Webinar Series discussing how client experience can be a true differentiator in business.

LaVonne Brown, Savant's chief marketing and communications officer was interviewed by Authority Magazine about how Team Savant adapted and evolved throughout the pandemic.

Financial advisor Kevin Kingston wrote the article, “Writing a Letter of Instruction to Your Executor” for The Pantagraph. The article reviews the key elements of a letter of instruction.

This week, Richard Eeds and financial advisor Don Duncan discuss the importance of having a financial back-up plan for your household. How? Document, divide & delegate.

Financial advisor Jeff Lewis was interviewed by WIFR about what to do at tax time if you didn’t receive one of your stimulus checks.