Tag: Bloomington

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April 20, 2021
Savant Wealth Management

Writing a Letter of Instruction to Your Executor

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.

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April 20, 2021
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Building Retirement Income Through Deferred Compensation Plans

High-income earners are usually unable to contribute the same proportional amounts to their qualified retirement savings plans as others. Non-Qualified Deferred Compensation (NQDC) plans may provide a favorable solution to mitigate this difference.

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April 5, 2021
Savant Wealth Management

Past Performance is not Indicative of Future Results

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.

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March 8, 2021
Savant Wealth Management

Economy Could Improve Rapidly as More Vaccines Become Available

Financial Advisor Kevin Kingston was interviewed by WJBC about how the economy may improve as more vaccines become available.

Media Mention
February 22, 2021
Savant Wealth Management

Charitable Gifting Strategies for 2021

Financial advisor Chris Ruedi wrote the article, “Charitable Gifting Strategies for 2021,” for The Pantagraph. The article discussed the different ways that donations can be made to provide tax benefits.

Media Mention
January 26, 2021
Savant Wealth Management

Assessing Economic and Financial Market Data

Financial advisor Kevin Kingston wrote the article, “Assessing Economic and Financial Market Data,” for The Pantagraph. The article examined financial data from 2020 and how it can impact long-term financial and retirement planning.

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January 21, 2021
Savant Wealth Management

Stocks on the Rise as Joe Biden Sworn in as President

Financial advisor Kevin Kingston spoke with WJBC about rising stocks after Joe Biden was sworn in as the country’s 46th President.