2010-08-10

Matt Armstrong, Marketing Coordinator at Savant Capital Management, has been recognized by Cosmopolitan International as the Club President of the Year. Each year, the Cosmopolitan Federation Governor nominates a Club President that stands out from the rest as a dynamic individual, a true leader, a caring person, and one whose club has enjoyed tremendous success throughout the year.

2010-08-04

Savant Capital Management will discuss issues that retirees face during their golden years.

2010-07-20

Savant has been recognized by InvestmentNews as the fifth largest Registered Investment Advisor (RIA) firm in the Midwest, ranked by discretionary assets under management. Savant was also named a top RIA firm by Financial Advisor magazine and Accounting Today magazine. This is the third year Savant has been named to the RIA Giants list.

2010-06-28

Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, announced today it is expanding into the Peoria area with a new office and hiring a new financial advisor.

2010-06-28

Savant Capital Management, a locally owned and nationally recognized fee-only wealth management firm headquartered in Rockford, announced today it is expanding into the Peoria area with a new office and hiring a new financial advisor.

2010-06-04

Savant Capital Manangement will host a June seminar on Kids and Money.  The session will give ideas for coaching good money management skills, fostering personal responsibility, building a strong sense of independence, and setting them on their way to lifelong security and success.

2010-05-14

Brent Brodeski was recognized at the 20th Annual College of Business Luncheon as a 2010 Distinguished Finance Alumnus from the College of Business at NIU.

2010-04-26

Savant Capital Management announces the hiring of Lori Burke, formerly of AMCORE Financial, Inc., as its Director of Administration.

2010-04-23

As part of its SAGE educational series, Savant Capital Management will present "To Roth or Not to Roth" during the month of May.  The event will focus on the advantages and disadvantages of Roth conversions and will be presented in Rockford, Freeport, Geneva, and Madison.

2010-04-19

Savant Capital Management has been named as one of the Top 50 RIA Firms by Forbes magazine.  Savant was listed at number 45 on the list, and was one of only 3 firms from Illinois named.

2010-03-03

Savant Capital Management, Inc. annouces the registration of Savant Private Trust, a next-generation trust platform.  Savant Private Trust will allow Savant Capital Management to support client trust needs in all fifty states.

2010-02-02

Wendy Blair, Financial Advisor at Savant Capital Management, has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College. The ChFC® is the financial planning industry’s highest standard.

2010-01-07

Savant Capital Management's Managing Director, Brent Brodeski, shared his outlook on 2010 investment strategies in a recent Wall Street Journal article.  Brent provided insight on the model portfolio for Savant’s clients and outlined how the economic downturn has affected their allocations and willingness to be exposed to risk.

2009-12-17

Savant Capital Management has once again been recognized on InvestmentNews’ lists of RIA Giants and Regional Movers and Shakers in the Midwest.

2009-12-17

Jerry Korabik, Financial Advisor at Savant Capital Management of Rockford, Il is published in article highlighting the vital components of a successful 401(k) plan.

2009-11-17

Savant Capital Management will explore a relatively new approach to investing known as "tax-efficient investing" In an upcoming educational seminar in Madison, WI.

2009-11-17

Savant Capital Management hires Jim Foley as Director of Advisory and Business Development.  Foley brings nearly 20 years of marketing and sales experience in the financial industry.

2009-11-09

Savant Capital Management Hosts Event on Basic of Tax Preparation in Rockford, IL on November 17th, 2009. Savant's advisors will answer questions on different areas of tax.

2009-11-02

Thomas Muldowney, Director and Founding Partner of Savant Capital Management receives the Spirit of Caring Award. This award recognizes individuals and organizations making an impact in the community.

2009-10-21

Savant Capital Management will hold a workshop that will focus on how attendees can mitigate their taxes before April 15th andorganize their investments over multiple generations.

2009-10-21

Savant Capital Management is holding a workshop that provides information on establishing and overseeing family trusts.

2009-10-13

Savant Capital Management holds an event focusing on Socially Responsible Investing andteaches strategies that can be used to build a "green" portfolio.

2009-10-07

Savant Capital Management of Rockford, IL to hold an educational workshop that focuses on planned giving, and to provide insight on creative and strategic tools available to help individuals be efficient stewards of their philanthropic efforts.

2009-10-05

Savant Capital Managment of Rockford, Illinois hosting an educational event offers insight on planning for family finances.

2009-10-01

Savant Capital Management hires a new Client Services Coordinator/Office Administrator in Geneva, IL Office. Savant's new hire, Maureen Fisk, brings nearly 20 years of customer service experience to the financial advising firm.

2009-10-01

Savant Capital Management of Rockford, Illinois welcomes the Vanguard Group’s Chief Economist, Joe Davis, Ph.D. He will join Savant for an evening of discussion on the economy’s recent challenges. Dr. Davis will give insight on how Vanguard is dealing with getting investors’ portfolios back on the right track and how long that might take.

2009-09-24

Savant has been named by Barron’s magazine as one of the 100 best independent financial advisors in the country. It is Savant’s third year on the list, ranking number 35 this year, and being one of just five Illinois financial advisors to make the Barron’s list. Savant maintained a high spot on the list, although nearly 50% of advisors named on the list in 2008 fell off in 2009.  

2009-09-16

Savant Capital Management Hosts educational event in Madison, WI. The Navigating Turbulent Markets event will give attendees information about the compelling evidence and accompanying investment strategies they can utilize in their quest to achieve higher returns, less tax, and decreased risk.

2009-09-11

Brian Knabe of Savant Capital Management completes Recertification from American Board of Family Medicine, Dr. Knabe is a financial advisor with Savant Capital Management.

2009-09-09

Savant Capital Management hosts Mythbusters for Investors event that explains that everything we hear from the media isn't true.

2009-08-27

Savant Capital Management Named on Financial Advisor Magazine’s List of Top Independent RIA Firms  Financial Advisor magazine’s 2009 RIA ranking is based on voluntary responses from 380 registered investment advisors who completed an online survey. To be included in the ranking, firms needed to be

2009-08-10

Educational event identifies common investment mistakes and offers advice for individuals

2009-08-07

Savant Capital Management’s Amy Barrett was recently awarded with a certificate for Professional Achievement in Family and Divorce Mediation Training from DePaul University’s Center for Dispute Resolution. As a trained Mediator, Amy enhances Savant’s financial planning expertise by counseling families going through a divorce on financial issues in a mediated setting.

2009-07-10

Savant Capital Management, a fee-only wealth management firm, has teamed up with Edgewood College to offer free educational seminars on financial topics. The first seminar, titled Navigating Turbulent Markets: the Evidence-Based Answer, addresses getting through today’s turbulent markets.

2009-07-06

Savant Capital Management was featured in an article in the Wall Street Journal today, advising investors on how to get back into the market. Brent Brodeski, Savant’s managing director, who was interviewed for the article, said many investors who pulled out of the market early in the year are regretting their decision and wish they were participating in the recent recovery.

2009-06-22

With the recent challenges in the market, investors are more confused than ever. Some have panicked and placed their assets in conservative cash accounts for fear of losing their asset base. Many are now looking at their portfolios and are unsure of what to do. This session will address some of the reasons investors fall into these traps and will provide helpful tips to try and avoid them. Savant's financial experts will also discuss ways to build a portfolio that help to minimize risks during challenging bear markets.

2009-06-02

Savant Capital Management, a fee-only wealth management firm headquartered in Rockford, has been recognized on InvestmentNews’ lists of RIA Giants and Regional Movers and Shakers in the Midwest. These two lists are part of the financial publication’s Top RIA Rankings quarterly newsletter highlighting the nation’s top Registered Investment Advisor (RIA) firms.

2009-06-02

Tracy Beard, CFP®, a financial advisor for Savant Capital Management, was recently named one of Rockford’s Forty Leaders Under 40 by the Rockford Chamber of Commerce. The Forty Under 40 list names the region’s up-and-comers in the business world. Nominees are reviewed by a committee on how they have distinguished themselves at a young age in business and have been engaged in the community by volunteering for area organizations and causes.

2009-05-21

Savant Capital Management, a fee-only wealth management firm headquartered in Rockford, will host two seminars for those who are preparing or are in retirement – Retirement Planning 101 and Retirement Planning 201. These seminars are part of Savant’s SAGE Advice Series, a lineup of educational events and online seminars created to educate individuals on financial issues.

2009-05-14

A trend the financial industry is noticing lately is that many investors have accumulated larger than appropriate cash levels. Cash includes money market accounts, checking accounts, saving accounts, T-bills, and CDs. Typically, such investments are best used for short-term liquidity and emergency purposes. An investor should keep some cash on hand to pay taxes when they are due, replace the refrigerator if it goes out, or take a trip on a whim.

2009-04-27

Savant Capital Management will host Am I Okay?, an educational event that will address the question everyone is asking about their financial future: “Am I Okay?” Savant advisors will discuss what individuals need to do to make sure they are financially “okay” for the future, and will provide knowledge and tools to reassess future financial goals, make necessary adjustments to portfolios and put together an action plan to reach those financial goals. This seminar is most relevant for individuals approximately 5 years away from or already enjoying retirement.

2009-04-27

Savant Capital Management will host Am I Okay?, an educational event that will address the question everyone is asking about their financial future: “Am I Okay?” Savant advisors will discuss what individuals need to do to make sure they are financially “okay” for the future, and will provide knowledge and tools to reassess future financial goals, make necessary adjustments to portfolios and put together an action plan to reach those financial goals. This seminar is most relevant for individuals approximately 5 years away from or already enjoying retirement.

2009-04-27

Savant Capital Management will host Am I Okay?, an educational event that will address the question everyone is asking about their financial future: “Am I Okay?” Savant advisors will discuss what individuals need to do to make sure they are financially “okay” for the future, and will provide knowledge and tools to reassess future financial goals, make necessary adjustments to portfolios and put together an action plan to reach those financial goals. This seminar is most relevant for individuals approximately 5 years away from or already enjoying retirement.

2009-04-27

Through the SAGE Advice Series, Savant’s experts will provide knowledge and tools for individuals, investors, associations and businesses to assist in planning for their financial future. SAGE Advice Series financial topics include:

2009-04-23

Millions of investors decided to cash out of the market in the past six months, but are now changing their minds as they see the market, while still volatile, show some highs reminding them of the upside possibilities of investing in stocks. These individuals are asking: how can I get back in the market without losing what I’ve managed to salvage? According to Savant Capital Management, a wealth management firm headquartered in Rockford, IL, dollar-cost averaging may be the best option for investors who are still unsettled by the recent turbulent in the market, but want to start moving slowly back into the market.

2009-04-08

Rockford, IL (April 9, 2009) -- Savant Capital Management announced the addition of financial advisor James (Jim) Carter to its Geneva, IL, office today. Carter has more than 20 years of experience in the areas of financial planning, asset management, personal trust, banking, and all aspects of the wealth management process. Prior to joining Savant, Carter served as Wealth Advisor with a Chicago area private banking, trust and investment group where he specialized in serving high net worth individuals and families.

2009-04-01

Valorie Kalen, Client Services Coordinator, has received her Registered Paraplanner certification.

2009-03-26

 Rockford, Ill. (March 26, 2009) – Savant Capital Management will speak to approximately 400 financial advisors at Barron’s Winner’s Circle Top Independent Advisors Summit May 6 – 8. Brent Brodeski of Savant, who was named to Barron’s list of top independent advisors the past two years, will speak to the group on approaches for communicating effectively with clients during difficult times.

2009-02-18

Rockford, Ill. (February 16, 2009) – Savant Capital Management, a fee-only wealth management firm headquartered in Rockford, Ill., has been named on BusinessWeek’s prestigious list of Most Experienced Registered Independent Advisors. To find the most experienced advisors, BusinessWeek worked with the Paladin Registry, a service that rates advisers. After searching through a pool of 1,000 advisers, the listed advisers were rated on a points system that gave the maximum number of points to advisers with a minimum of 15 years of experience and at least two certifications, such as Certified Financial Analyst or Certified Financial Planner.

2009-02-11

Rockford, Ill. (February 11, 2009) – Savant Capital Management, a fee-only wealth advisory firm headquartered in Rockford, Ill., was honored this month to be featured on the cover of Investment Advisor magazine, a national publication that goes out to over 100,000 registered investment advisors.

2009-01-23

Savant invites you to attend an educational seminar led by Dr. Brian J. Knabe and Brian P. Conroy. We will explore how investors can apply key lessons learned from the evidence-based scientific framework that has transformed medicine in recent decades. Attendees will learn about compelling evidence and accompanying investment strategies that they can utilize in their quest to achieve higher returns, less tax, and decreased risk.

2009-01-08

Savant Capital Management Team Member Kathie Blassage has earned her Registered Paraplanner certification. The certification focuses on providing practical knowledge of the financial planning industry, including the major areas of financial planning: the financial planning process, personal financial statements, time value of money, insurance, investments, tax planning, retirement planning, and estate planning.