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Insurance vs. Fee-Only Advisors

Insurance vs. Fee-Only Advisors

by Blaise Stevens | Dec 11, 2023 | Investment Management, Retirement Planning, SAP

When it comes to managing your finances and securing your future, the guidance of a financial advisor can be invaluable. However, not all financial advisors are created equal. Two common categories of advisors you’ll encounter are those who sell insurance...
Hidden Fees in Retirement Plans

Hidden Fees in Retirement Plans

by Blaise Stevens | May 2, 2023 | Blaise Stevens, Business Planning, Retirement Planning, SAP, Tax Planning

Soft Dollars and Other Hidden Costs

Soft Dollars and Other Hidden Costs

by Blaise Stevens | Mar 10, 2023 | Blaise Stevens, Investment Management, SAP

Soft Dollars and Other Hidden Costs When you’ve been in the financial services industry for a while (and I would imagine that being in and around any industry has the same inherent circumstance) some topics flare up and become major issues for a brief time before...
The Actual Cost of Hiring a Financial Advisor

The Actual Cost of Hiring a Financial Advisor

by Blaise Stevens | Jan 19, 2023 | Blaise Stevens, Investment Management, Retirement Planning, SAP

Volatility Goes Both Ways

Volatility Goes Both Ways

by Blaise Stevens | Sep 13, 2022 | Blaise Stevens, Investment Management, SAP

VOLATILITY GOES BOTH WAYS – NOT JUST DOWN – Blaise Stevens, Strategic Advisory Partners When you make an argument based on the reasoning that’s just plain wrong, it’s a logical fallacy. One of the most well-known is the “strawman argument.” The strawman argument...
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