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 Corie Odden | Dec 6, 2024 | SAP
The Power of In-House Marketing Support for RIA Advisors: A Game-Changer for Your Practice As an advisor, marketing is one of the most important components of growing your business and deepening relationships with clients. But the world of financial marketing can be...
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 Keely Speas | Oct 31, 2024 | SAP
Transitioning from a wirehouse to an independent Registered Investment Advisor (RIA) is an exciting career move that offers greater autonomy, flexibility, and the opportunity to build a more client-centric practice. However, making the leap from a large institution 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...
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