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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.

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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.

Media Mention

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August 24, 2021

Full Approval of Pfizer’s COVID-19 Vaccines Impacts Stock Markets

Financial advisor Jake Loescher was quoted by WREX in Rockford, IL about how full approval of the Pfizer vaccine affected markets.

Press Release

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August 24, 2021

Savant’s Brand and Website Win American Advertising Awards from AAF Northern Illinois

Savant Wealth Management, in partnership with GrahamSpencer recently won two American Advertising Awards from the American Advertising Federation (AAF) Northern Illinois.

Media Mention

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August 22, 2021

Building Generational Wealth

Financial advisor Kevin Kingston wrote an article for the Bloomington, IL Pantagraph about building generational wealth.

Media Mention

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August 18, 2021

Afghanistan Turmoil Could Cause Prices to Go Up

Financial advisor Chris Ruedi was interviewed on WJBC about the turmoil in Afghanistan and gas prices.

Media Mention

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August 16, 2021

With Student Loan Payments Paused Until 2022, What Does That Mean for Graduates?

Financial advisor Daryl Dagit was interviewed by WMBD in Peoria, IL about the student loan relief extension to January 2022.

Media Mention

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August 15, 2021

Staying Physically, Mentally Active After Retirement

Regional marketing specialist John Ruedi, wrote an article about staying active after retirement for the Pantagraph in Bloomington, IL.

Media Mention

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August 12, 2021

Savant to Acquire $321 Million RIA Firm

InvestmentNews, a financial trade publication, reported on Savant’s acquisition of Treybourne Wealth Planners.

Media Mention

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August 12, 2021

Phil Huber, Savant’s CIO, Featured Speaker at India Wealth Management Conference

Phil Huber, Savant’s CIO, was a featured speaker at the India Wealth Management Conference, which was sponsored by the CFA Society of India.

Media Mention

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August 12, 2021

How Much Should Beginners Invest in Stocks and Bonds?

Financial advisor Maureen Wright wrote a post about how to start investing in stocks and bonds for Money Geek, a personal finance blog.

Media Mention

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August 11, 2021

Savant ‘Plants a Flag’ with Purchase of $321m Indiana RIA

Financial trade publication CityWIre RIA Magazine reports on our acquisition of Treybourne Wealth Planners.