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Press Releases

17 Dec
/ December 17, 2009

Savant Capital Management, a fee-only wealth management firm headquartered in Rockford, has again 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.

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17 Dec
/ December 17, 2009
Savant Capital Management, a fee-only wealth management firm headquartered in Rockford that works with clients nationally, was recently published in The Journal of Compensation and Benefits. The article, titled Delivering a 401(k) Plan that Delivers Benefits and Synergies to Your Plan’s Three Key Constituents: Your Company, Management Team and Participants, is written by Jerry Korabik, a retirement planning specialist at Savant. It outlines the essential elements of a successful 401(k) plan, focusing on fiduciary responsibility, communication between providers and participants and a design that focuses on employee retention....
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09 Nov
/ November 9, 2009
Savant Capital Management will hold an educational seminar to provide attendees with information on the basics of filing income tax as they begin to prepare for April 15. Savant’s advisors will answer the most commonly asked questions by their clients concerning taxes. Other pertinent topics will also be discussed including capital gains tax, Roth or deductible IRA tax for children, Saver’s Credits, Alternative Minimum Tax (AMT), depreciation recapture, education credits, Roth eligibility, itemized deduction phase-outs and more....
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02 Nov
/ November 2, 2009
Tom Muldowney, managing director and financial advisor with Savant Capital Management, was presented with the Spirit of Caring Award from Crusader Community Health at the Fall in Love with Caring event on Friday, October 30. The award is given annually to individuals and organizations that exhibit unique kindness and concern for others in our community through their leadership and service....
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21 Oct
/ October 21, 2009

Savant Capital Management is holding an event to present insight on tools and strategies to help individuals reach their family’s financial goals and enhance the quality of life through multigenerational planning. Attendees will learn about the benefits of establishing a trust, what types of trusts exist and who can benefit from the arrangement. Savant’s financial advisors will also discuss other concepts related to estate planning, rules for beneficiaries and family education.

 

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21 Oct
/ October 21, 2009
In preparation for tax season, Savant Capital Management will hold an event to provide insight on creative investment and tax strategies that individuals can consider as they begin to organize their investments. The workshop will focus on how attendees can mitigate their taxes before April 15th and organize their investments over multiple generations....
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13 Oct
/ October 13, 2009
Savant Capital Management is holding an educational event to provide information on strategies and options that are available to align investment strategies to increase both financial return and social good. A Savant advisor will discuss Socially Responsible Investing (SRI) and demonstrate how attendees can bring their own values into building a "green" portfolio. Attendees will learn the keys of building a SRI portfolio, such as identifying their individual concerns and to what level they are willing to compromise those values....
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07 Oct
/ October 7, 2009
Savant Capital Management is holding an event to provide insight on creative and strategic tools available to help individuals be efficient stewards of their philanthropic efforts....
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05 Oct
/ October 5, 2009
Savant Capital Management is holding an informative event to address the unique financial situations and opportunities for families. Savant’s advisors will discuss the commonality of having “his”and “her” assets handled individually instead of in an alternative“joint” situation. The session will also provide insight on issues around “money roles,” pre-marital considerations, titling of assets, provisions for children, blended marriage financial considerations, and divorce planning....
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01 Oct
/ October 1, 2009

What: The Vanguard Group’s Chief Economist, Joe Davis, Ph.D. 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.

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