by Advising Partner | May 2, 2025 | Monthly Note
May 2025 Investment Update Maintaining a Disciplined Approach Amidst Market Fluctuations April witnessed a mixed performance across major U.S. stock indices. While there was a late-month rally, the overall trend highlighted the volatility our CIO noted. It’s...
by Advising Partner | Apr 1, 2025 | Monthly Note
April 2025 Investment Update Strategic Positioning: Navigating Volatility with a Defensive Stance March presented a period of strategic adjustments within our portfolios as we proactively addressed the increasing signs of potential market volatility. While the markets...
by Advising Partner | Mar 4, 2025 | Monthly Note
March 2025 Investment Update Strategic Positioning: Capitalizing on International Strength February demonstrated once again how quickly market sentiment can shift in today’s investment landscape. After starting the year in positive territory, we witnessed a...
by Advising Partner | Feb 5, 2025 | Monthly Note
January 2025 Investment Update Navigating Trade Policy Shifts and Market Dynamics As we move into February, Strategic Advisory Partners continues to closely monitor significant developments that are reshaping the investment landscape. The start of 2025 has brought...
by Advising Partner | Jan 13, 2025 | Blaise Stevens, SAP
The DOL’s Retirement Savings Lost and Found: Reconnecting Workers with Their Benefits By Blaise Stevens, Managing Member, Strategic Advisory Partners In a significant development for retirement plan participants and administrators alike, the Department of Labor...
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