Savant announced its partnership with Desmond Wealth Management, a Walnut Creek, California-based firm with a long-standing focus on integrated wealth management and tax planning, as well as tax advisory for business clients.
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.
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.
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.
Financial advisor Kevin Kingston wrote the article, “Assessing Economic and Financial Market Data,” for The Pantagraph. The article examined financial data from 2020 and how it can impact long-term financial and retirement planning.
John Ruedi wrote “Living Your Best Life in Retirement” for The Pantagraph, a daily newspaper that serves Bloomington-Normal and eight counties in the Central Illinois area.
Financial advisor Chris Ruedi wrote the article, “Elections Prove Market is Unpredictable,” for The Pantagraph. The article highlighted some steps to take as the market continues to be volatile post-election.
Regional Marketing Specialist John Ruedi wrote the article, “Financial lessons to learn early in life,” for The Pantagraph. The article details imperative money lessons for those young and old. These would be largely helpful for young adults who will soon be on their own.
Financial advisor Justin Smith was quoted in an Arizona Republic article about the new tax rules and opportunities for charitable giving in 2020. The article was shared in the print edition of USA Today and online at USAToday.com and Yahoo.com.
Whether you have questions or wish to explore a partnership with Savant, we’re here to listen. Share a few details with us, and a member of our team will be in touch soon to start the conversation.