by Blaise Stevens | Feb 20, 2025 | Blaise Stevens, SAP
Real Talk About Technology Freedom An Insider’s Perspective By Blaise Stevens, Managing Member, Strategic Advisory Partners I had coffee with an old colleague last week. He works at one of those big broker-dealers that’s been “modernizing”...
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 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...
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 Corie Odden | Oct 18, 2024 | Blaise Stevens, SAP
When election years come around, many investors brace themselves for potential market volatility. However, history shows that while markets may experience short-term fluctuations due to political uncertainty, the overall impact of elections on long-term market...
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