by Blaise Stevens | Mar 10, 2023 | Blaise Stevens, Investment Management, SAP
Soft Dollars and Other Hidden Costs When you’ve been in the financial services industry for a while (and I would imagine that being in and around any industry has the same inherent circumstance) some topics flare up and become major issues for a brief time before...
by Blaise Stevens | Jan 19, 2023 | Blaise Stevens, Investment Management, Retirement Planning, SAP
The Actual cost of Hiring a Financial Advisor When people think about hiring a financial advisor, the cost of that person is often one of the considerations that goes into the decision making process. There are several ways that advisors can be compensated for their...
by Advising Partner | Jan 11, 2023 | SAP, Tax Planning
Understanding the Secure Act 2.o SECURE ACT 2.0 was rolled out at the end of 2022. This new legislation provides a host of changes designed to substantially improve retirement savings options as well as help strengthen the retirement system overall. While there are...
by Chris Harris | Dec 20, 2022 | Charitable Giving, Chris Harris, Debt Recovery, Investment Management, Retirement Planning, SAP
Am I Too Young For a Financial Advisor? – Chris Harris, Strategic Advisory Partners “Someday” and “Eventually” are two words that seem to be used often for many different topics in life. “Eventually” I will start my diet. “Someday” I will have time for my...
by Chris Harris | Oct 11, 2022 | Chris Harris, Debt Recovery, Investment Management, Retirement Planning, SAP
Finding your Spaghetti – Chris Harris, Strategic Advisory Partners My first job out of college was with a hedge fund as a risk analyst. When I first started the job I wanted to understand the culture and hopefully find my place to fit in. A common practice for...
by Blaise Stevens | Sep 13, 2022 | Blaise Stevens, Investment Management, SAP
VOLATILITY GOES BOTH WAYS – NOT JUST DOWN – Blaise Stevens, Strategic Advisory Partners When you make an argument based on the reasoning that’s just plain wrong, it’s a logical fallacy. One of the most well-known is the “strawman argument.” The strawman argument...
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