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October 14, 2021

Savant Employees Recognized for Earning Professional Certifications

Savant announced that several of its employees have earned some of the highest and most-respected financial industry designations. Lifelong learning through these and other programs is one of Savant’s core values to help build trust and provide peace of mind in helping clients pursue their ideal futures.

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October 7, 2021

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Savant Wealth Management announced it has received a strategic minority investment from Kelso & Company, a North American-focused middle-market private investment firm.

Media Mention

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October 7, 2021

Brent Brodeski’s Savant Sells Minority Stake to Private Equity Firm Kelso

WealthManagement.com interviewed Brent Brodeski, Savant’s CEO, about private equity firm Kelso & Company taking a minority stake in the firm.

Media Mention

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October 7, 2021

PE Shop Kelso Takes Stake in $12bn Savant

Financial trade publication CityWIre RIA Magazine interviewed Savant's CEO Brent Brodeski about Kelso & Company’s strategic minority investment in Savant.

Media Mention

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October 4, 2021

Local Financial Advisor Explains What Billion Dollar Loss Means for Rivian

Financial advisor Daryl Dagit was quoted throughout an article on Central Illinois Proud about Rivian and what the company’s losses may mean for shareholders.

Press Release

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October 1, 2021

Savant Wealth Management, Advisor Jakob Loescher Receive Industry Honors

Savant and Financial Advisor/Team Lead Jakob C. Loescher have been recognized as leaders by Barron’s and Forbes, respectively.

Media Mention

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September 29, 2021

Money Advice You Shouldn’t Pass on to Your Gen Z Kids

Financial advisor Maureen Wright was quoted in GOBankingRates.com about getting advice from a financial advisor.

Media Mention

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September 26, 2021

Preparing for Uncertain Markets

Financial advisor Chris Ruedi wrote an article for the Bloomington, IL Pantagraph about how to prepare for uncertainty in the markets.

Press Release

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September 24, 2021

AdvisoryHQ Names Savant Wealth Management to List of Top Chicago Advisors

Savant has been named one of the “Top 12 Financial Advisors and Wealth Management Firms” in Chicago for 2020-2021 by AdvisoryHQ.

Media Mention

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September 23, 2021

Proposed Tax Changes

Radio host Richard Eed and financial advisor Don Duncan discuss the proposed tax changes under the Building Back Better Plan.

Media Mention

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September 19, 2021

Should You Work After Retirement?

Regional marketing specialist John Ruedi wrote an article for the Bloomington, IL Pantagraph about deciding whether to work after retirement.

Press Release

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September 14, 2021

Savant and Absolute Engagement Explore the Death of “Retirement”

Savant and Absolute Engagement released a joint research report on the evolution of retirement in the United States called The Death of Retirement: New Thinking on the Next Chapter.

Media Mention

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September 12, 2021

Building Generational Wealth: Part II

Financial advisor Kevin Kingston wrote a follow-up article that appeared in the Bloomington, IL Pantagraph about how to build generational wealth.

Media Mention

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September 9, 2021

The Great Reassessment

Reassessing your work or life plans? You're not alone. Don Duncan and radio host Richard Eed discuss reassessing your priorities and motivations.

Media Mention

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September 1, 2021

5 Key Questions to Ask Yourself About Financial Preparations for Retirement

Financial advisor Ryan Monette was quoted on investing in different types of accounts for retirement.

Press Release

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August 31, 2021

Savant Advisor Awarded Five Star Wealth Manager Recognition for 10th Straight Year

Financial advisor Donald Duncan has been recognized as a 2021 Five Star Wealth Manager in Chicago by Five Star Professional.

Media Mention

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August 26, 2021

Education Tax Credits & Tax Considerations for Retirement

On the Richard Eeds Show, Don Duncan reviews education tax credits and tax considerations for retirement.