by Blaise Stevens | Jan 17, 2025 | Blaise Stevens, SAP
Maximizing Investment Opportunities Under New 2025 Retirement Limits By Blaise Stevens, Managing Member, Strategic Advisory Partners As an investment advisor, I see the 2025 retirement account changes as an opportunity to optimize investment strategies and enhance...
by Blaise Stevens | Nov 15, 2024 | Blaise Stevens, SAP
New ‘Super’ 401(k) Catch-Up Provision: What Older Workers Need to Know For Americans nearing retirement, saving enough money can feel like a race against time. Now, thanks to recent changes in tax law, some older workers will have an opportunity to...
by Blaise Stevens | Oct 29, 2024 | Blaise Stevens, SAP
As we head into another presidential election season, it’s easy to get swept up in news headlines and social media chatter about what each candidate could mean for the markets. But here’s an important reminder: historically, the market’s performance has...
by Blaise Stevens | Oct 10, 2024 | Blaise Stevens, SAP
In the wake of Hurricane Helene, many of us are being asked to give to multiple relief funds, charities, and organizations. It can feel overwhelming, and you may wonder where your donation will have the most impact. When faced with so many requests, how do you...
by Blaise Stevens | Sep 18, 2024 | Blaise Stevens, SAP
For financial advisors working in a wirehouse or under a broker/dealer, career growth may feel limited by the structure and restrictions of the firm. While these environments offer stability, they can also come with constraints on client service, product offerings,...
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