News Room

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.

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.

Savant developed a suite of multi-media education tools on the concept of Evidence-Based Investing (EBI) to help investors become more educated on the topic.

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.

Savant's chief investment officer Phil Huber was quoted in a recent article in MarketWatch about the increasing popularity of liquid-alternatives funds.

Financial advisor Chris Ruedi wrote the article, “Past Performance Is Not Indicative of Future Results” for The Pantagraph. The article discusses individual investor returns and how they rarely beat index returns.

Nicholas De Jong was interviewed by the Chicago Tribune about what to consider before moving to another state because of lower taxes.

We are both humbled and proud to announce we reached a major milestone in 2021: $10 billion in assets under management (AUM).

Financial Advisor Kevin Kingston was interviewed by WJBC about how the economy may improve as more vaccines become available.

Adam Glassberg is serving Chicago’s young medical professionals with the financial planning tools and techniques they need to help balance student loan debt repayment with short- and long-term savings goals.

We're proud to announce that Jakob Loescher has been named to the Forbes’ Best-in-State Wealth Advisors List.