by Blaise Stevens | Jul 9, 2024 | Blaise Stevens, SAP
In the realm of wealth management, the long-term preservation and growth of family assets require more than just sound investment strategies and financial planning. It necessitates a proactive approach to educating future generations about financial stewardship,...
by Blaise Stevens | Jun 10, 2024 | Blaise Stevens, SAP
Over the next two decades, an unprecedented shift in financial assets, known as The Great Wealth Transfer, is expected to reshape the economic landscape of the United States. An estimated $84 trillion will transition from the Baby Boomer generation to Gen Xers and...
by Blaise Stevens | May 23, 2024 | Blaise Stevens, SAP
Diversification is a cornerstone of sound investment strategy. It’s the practice of spreading your investments across various asset classes, industries, and geographic regions to manage risk. However, achieving the right level of diversification is a delicate...
by Blaise Stevens | Mar 27, 2024 | Blaise Stevens, SAP
Over the last decade, adoption of defined contribution plans (think 401(k)s and 403(b)s) has increased significantly. Due mainly to pension plans falling out of favor, the onus on employees has never been greater to plan, and save, for their own retirement. Employers...
by Blaise Stevens | Feb 15, 2024 | Blaise Stevens, SAP, Tax Planning
As a business owner, staying informed about regulatory changes is crucial for maintaining compliance and making informed decisions. The Corporate Transparency Act (CTA), which came into effect on January 1, 2024, introduced by the Financial Crimes Enforcement Network...
by Blaise Stevens | Feb 6, 2024 | Blaise Stevens, Estate Planning, SAP
When it comes to managing generational wealth, the path is often less straightforward than one might imagine. At Strategic Advisory Partners, we understand the complexities that affluent families face in preserving and passing on their wealth to future generations. In...
Recent Comments