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Tag: Santa Fe

Media Mention
June 4, 2021
Savant Capital Management

Risks and Contingencies

On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss planning for risk and life’s contingencies.

Media Mention
May 25, 2021
Savant Capital Management

Managing Risk

On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss assessing and managing risks in relation to your goals.

Media Mention
May 4, 2021
Savant Capital Management

Don’t Neglect Having a Back-Up Plan

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!

Media Mention
April 19, 2021
Savant Capital Management

Document, Divide & Delegate

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.

Media Mention
March 30, 2021
Savant Capital Management

Macroeconomics

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

Article
March 29, 2021
Family CFO

What Is Your Household’s Financial Backup Plan?

Just like a successful business, every well-run household needs a financial backup plan. Financial advisor Don Duncan talks about the three ways you can develop a backup plan for your family’s Chief Financial Officer (CFO).

Media Mention
February 24, 2021
Savant Capital Management

The Voice of Santa Fe – Who to Share Your Financial Information With

Don Duncan and Richard Eeds discuss sharing your finances and estate plans with family and the latest unemployment insurance fraud schemes.

Media Mention
February 16, 2021
Savant Capital Management

The Voice of Santa Fe – Organize Your Financial Situation

Don Duncan spoke with Richard Eeds on the “Voice of Santa Fe” about the steps you can take to help organize your financial situation.

Article
February 8, 2021
are you eligible for the education tax credit

Who Gets the Education Tax Credit: Parent, Student, or Relative?

Although the IRS rules around who is eligible to claim the education tax credit can be confusing, the answer is straightforward when you follow these two rules.

Media Mention
January 28, 2021
Savant Capital Management

The Voice of Santa Fe – Managing Your Money

Richard Eeds interviewed Don Duncan on the “Voice of Santa Fe” to discuss retirement plans, economic forecasts and the Chicago Bears.

Media Mention
January 14, 2021
Savant Capital Management

The Voice of Santa Fe – New Year’s Financial Resolutions

Don Duncan spoke with Richard Eeds on the “Voice of Santa Fe” to discuss New Year’s financial resolutions and the economy in 2021.

Article
January 4, 2021
am i over-insured? balancing act

Comprehensive and Integrated Planning for Your Financial Future

Financial advisor Don Duncan discusses Savant’s integrated approach and how the 10 key planning areas work together to help clients work toward achieving their financial goals.