News Room

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.

Financial advisor Chris Ruedi wrote the article, “Charitable Gifting Strategies for 2021,” for The Pantagraph. The article discussed the different ways that donations can be made to provide tax benefits.

Savant welcomes Julie Pipitone, SPHR, as our Director of Talent.

Financial advisors Robert Morrison and Jakob Loescher wrote "Rethinking the One-Size-Fits-All Retirement" for The Voice, a monthly newspaper by the Rockford Chamber of Commerce.

WREX interviewed financial advisor Jeff Lewis about how the pandemic could impact how you file your 2020 tax return. Here are items to keep in mind.