by Blaise Stevens | Aug 10, 2026 | Blaise Stevens, SAP, The Velvet Rope Series
Behind The Velvet Rope Series | 04 How Accredited Investors Can Actually Access Private Markets Written by Blaise Stevens MBA, CFP®, AIFA®, CLU®, ChFC® The previous three posts in this series have made the case for why private markets matter, what institutions have...
by Erica Lyall | Jul 31, 2026 | Erica Lyall, SAP
The First Step in Divorce: Get Organized Before You Make Financial Decisions If you’re facing separation or divorce, you probably have a long list of questions. “What happens to the house?” “Will I have enough to retire?” “How will our assets be divided?” Those are...
by Blaise Stevens | Jul 20, 2026 | Blaise Stevens, SAP
The Behavior Gap: Why Investors Underperform Their Own Investments After the Yale post ran, I kept getting the same question in different forms: if patient money so reliably beats impatient money, why doesn’t everyone just do it? The answer is the most expensive...
by Blaise Stevens | Jul 10, 2026 | Blaise Stevens, SAP, The Velvet Rope Series
Behind The Velvet Rope Series | 03 Private Credit: What’s Actually Going On Right Now Written by MBA, CFP®, AIFA®, CLU®, ChFC® Private credit has been the hottest corner of investing for the past five years. It has grown into a $3.5 trillion global market by the...
by Blaise Stevens | Jul 1, 2026 | Blaise Stevens, SAP, The Velvet Rope Series
Behind The Velvet Rope Series | 02 What Institutions Have Known for Decades: The Yale Endowment Story Written by MBA, CFP®, AIFA®, CLU®, ChFC® In 1985, Yale University’s endowment stood at $1.3 billion. It was invested roughly the way you might expect a...
by Blaise Stevens | Jun 19, 2026 | Alternative Investments, Blaise Stevens, Innovation & Technology, Investing, SAP
SpaceX Is Public Here’s How I’m Thinking About It Blaise Stevens MBA, CFP®, AIFA®, CLU®, ChFC® I’ve gotten more questions about a single stock in the past week than I have in a long time, so let me get ahead of the rest of them. SpaceX went public on...
Recent Comments