News Room

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.

Savant welcomes Scott Wintersteen, CFA®, CPA, as a financial advisor in our Lincolnshire, IL office.

Savant welcomes Danielle M. Dahn, CFP®, MBA, as a financial advisor in our Naperville, IL office.

Savant welcomes Daniel Holdridge, CFP®, as a financial advisor in our Madison, WI office.

Savant is pleased to announce that financial advisor Justin Smith received the Chartered Advisor in Philanthropy® (CAP® ) professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services.

Phil Huber was selected by Investopedia as one of its Top 100 Most Influential Financial Advisors for 2020.

Savant Wealth Management has been named a top 15 firm by number of advisors, according to business information company Financial Planning.

Director of Tax and Business Services Chris Plagge spoke with WREX-TV about the graduated income tax plan on the November ballot in Illinois.

Savant has been named to Barron’s Top 100 Registered Investment Advisory (RIA) Firms ranking for 2020 and to RIA Channel’s Top 100 Wealth Managers list for 2020.

Newly formed position created to assist in the strategic direction of the firm, talent expansion and development

Savant CEO Brent Brodeski was a featured panelist on CityWire’s RIA Austin Virtual All-Star Panel. During this session, movers and shakers from throughout the industry discussed the future of RIA practices and how they can flourish in today’s environment.

Financial advisor Chris Ruedi wrote the article “Benefits of Lump-Sum Pension Options,” for the Pantagraph. The article outlines some of the benefits of a lump-sum option such as low interest rates, increased control over the funds, and extending benefits to future generations.

Financial advisor Kevin Kingston discusses the importance of enrolling in Medicare in a timely manner in this article for the Pantagraph. The article also examines the benefits for waiting to enroll in Social Security.

Regional Marketing Specialist John Ruedi wrote the article, “Rebuilding Your Company After the Pandemic,” for the Pantagraph. The article outlines how to create a plan of action to help a company recover from a crisis.

Financial advisor Chris Ruedi wrote the article, “The Case for Cash,” for the Pantagraph. The article discusses the importance of cash assets to avoid accruing unexpected debt and reducing the amount of withdrawals from investment savings.