Press Room

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.

On The Voice of Santa Fe, Richard Eeds and financial advisor Don Duncan discuss the importance of preparing for life's contingencies by having a financial back-up plan. And, Don shares a personal anecdote from his past - how he had to pivot from his original plan to become a professional wrestler!

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.

This week, Richard Eeds and financial advisor Don Duncan discuss the importance of having a financial back-up plan for your household. How? Document, divide & delegate.

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.

In this radio show, Don Duncan and Richard Eeds discuss stimulus checks, inflation, Treasury inflation-protected securities (TIPS), and macroeconomic trends.

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.