by Blaise Stevens | Nov 9, 2021 | Blaise Stevens, Education Planning, SAP
If you are a parent, you likely had a flood of thoughts and emotions run through your head when you saw your child for the first time. Somewhere in that processing—or maybe it was during one of those sleepless nights early on—you likely thought about your kid going to...
by Blaise Stevens | Oct 25, 2021 | Blaise Stevens, Investment Management, SAP
What Makes a Financial Fdvisor “Independent”? What makes a financial advisor “independent”? What advantages do they have over “non-independent” advisors? When I think about independence in the financial advisory space, my mind immediately goes to the ways that an...
by Blaise Stevens | Oct 12, 2021 | Blaise Stevens, Investment Management, SAP
The “buzz word” here recently has been (and will likely continue to be) inflation. It is one of those things that gets thrown around regularly when any discussion of politics, the economy or your dad’s rant about the “Good Ole Days” comes up. For most people, they...
by Blaise Stevens | Sep 18, 2021 | Blaise Stevens, Retirement Planning, SAP
Would you be interested in an investment vehicle where your contributions go in pre-tax, they grow tax deferred and when you take the money out it’s also tax free? If you’re thinking, this sounds “too good to be true,” then let me share a tax/retirement planning...
by Blaise Stevens | Aug 22, 2021 | Blaise Stevens, Investment Management, SAP
As I scrolled through the headlines this morning, there were a few things that were prominently discussed. At the top of everyone’s mind is the withdrawal of troops from Afghanistan and the fallout taking place on an international stage as a result. As has been the...
by Blaise Stevens | Jan 2, 2020 | Blaise Stevens, SAP, Uncategorized
As I write this post, we have just celebrated the longest bull run in the history of the stock market. Since March 9, 2009 the S&P 500 has increased a whopping 275% (+/-), helping to alleviate some of the fears that we felt while watching the market descend for 17...
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