by Advising Partner | Oct 31, 2025 | SAP
Strategic Advisory Partners Welcomes Erica Lyall Financial Leadership and Specialized Strategy for Women A New Chapter for Our Firm, A Confident Start for Clients At Strategic Advisory Partners, we believe what you build is more valuable than what you bill. Today, we...
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 Corie Odden | Aug 26, 2025 | Corie, SAP
Your Clients Don’t Need You to Be a Hero. They Need You to Have Help. Corie Odden There’s a certain kind of advisor who always answers the phone. Who double-checks every plan before it goes out the door. Who runs the numbers, writes the emails, coordinates with the...
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...
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