by Blaise Stevens | Nov 13, 2025 | Blaise Stevens, SAP
We Don’t Time the Market, Here’s What We Do Instead The temptation is universal. When markets surge, investors feel the need to chase the rally. When volatility hits and the news reports “chaos,” the instinctive urge is to panic-sell. This emotional cycle...
by Blaise Stevens | Oct 12, 2025 | Blaise Stevens, SAP
Understanding IRMAA What Higher-Income Retirees Need to Know About Medicare Surcharges If you’re approaching Medicare age and have been successful in building your wealth, there’s an important acronym you need to understand: IRMAA. It stands for...
by Blaise Stevens | Sep 29, 2025 | Blaise Stevens, SAP
You’re Not Just a Portfolio. The Problem with the “Lone Advisor” Model When you sit down to review your finances, what do you look at? For many, the first thing is a portfolio statement: a list of investments, balances, and a line showing returns. The traditional...
by Blaise Stevens | Aug 12, 2025 | Blaise Stevens, SAP
The Price of Economic Nationalism: A Deep Dive into Modern Tariff Policy Blaise Stevens MBA, CFP®, AIFA®, CLU®, ChFC® In an increasingly interconnected global economy, the term “tariffs” frequently enters public discourse, often accompanied by strong...
by Blaise Stevens | Jul 29, 2025 | Blaise Stevens, SAP
What We Mean When We Say: Strategy First, Product Second You’ve probably heard this phrase before — maybe from us: “We lead with strategy, not product.” It’s a simple idea. But in the financial world, it’s not as common as it should be. So let’s break down what it...
by Blaise Stevens | May 2, 2025 | Blaise Stevens, SAP
Today’s Market Doesn’t Define Your Tomorrow By Blaise Stevens, Managing Member, Strategic Advisory Partners Turn on the news or scroll through your social media feed, and you’re likely to be bombarded with attention-grabbing headlines about the market....
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