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Banking & Finance

Savant unveils new 'Wise Counsel' brand

Aug 5, 2020 8:43 AM - Savant Wealth Management - formerly Savant Capital Management - has unveiled its "Wise Counsel" rebrand that includes a new company logo, color palette, website, name change, and tagline.
Alliant Credit Union names new CEO

Jul 28, 2020 2:21 PM - Alliant Credit Union has appointed Dennis Devine as the company's president and chief executive officer, suceeding David Mooney, who announced his retirement after 17 years.
McHenry Co. picks administrator for energy loan program

Jul 22, 2020 10:41 AM - The Illinois Energy Conservation Authority NFP has been selected by McHenry County as the program administrator for the McHenry County Commercial Property Assessed Clean Energy financing program for commercial real estate owners.
Money sense: When memory fades

Jul 20, 2020 10:10 AM - With the incidence of Alzheimer's and other forms of cognitive decline projected to rise, this insight from Merrill Lynch Wealth Management could help you prepare financially for a day you hope never will come.
Wall Street's campaign to hire Black talent isn't going so well

Kelsey Butler and Lananh Nguyen
Jul 19, 2020 6:10 AM - For Black professionals who get job offers on Wall Street, there's pay and benefits to consider. But also isolation, bias and racism. Recruiters say top Black candidates have learned to be skeptical.
How to organize important documents simply and safely

By BEV O'SHEA of NerdWallet
Jul 19, 2020 6:19 AM - Organizing will not only make next tax season easier, it will help ensure you or someone you trust can access documents when needed.
Liz Weston: Probate workarounds can save heirs time, money

By LIZ WESTON of NerdWallet
Jul 19, 2020 6:16 AM - If you're trying to decide whether to make the investment to spare your heirs the expense and hassle of probate, here's what to keep in mind.
Millennial Money: Is it OK to never have a credit card?

By SARA RATHNER of NerdWallet
Jul 19, 2020 6:17 AM - No financial product is one-size-fits-all, and it's OK if credit cards aren't for you. There are other ways to establish credit -- and keep your credit scores high -- that don't involve a credit card.
Shares by the slice: Fractional investing sparks a stock market stampede

Thomas Heath
Jul 18, 2020 6:14 AM - Fractional investing, popularized by stock-trading apps like Robinhood and SoFi, surged this spring. It allows investors to buy partial shares -- by the slice -- an option that has particularly resonated with millennials in recent months.
Business sales during a pandemic

Jul 17, 2020 1:35 PM - COVID-19 has introduced us all to new challenges, at home and in business. The business challenges started with difficulty in the supply chain, then employees started to test positive leaving you short-handed,

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Show me "more than" the money: Unlocking transition objectives for business owners

Individuals want to maximize the value received for their companies, but what about engaging in proactive transition planning to better position owners and their companies to attain "more than" the money?