by Chris Harris | Jul 12, 2022 | Chris Harris, Investment Management, SAP
Should I Still Be Investing? – Chris Harris, Strategic Advisory Partners It’s easy to turn on the news or get into a discussion with friends or coworkers about the markets and the current volatility we are experiencing. Recent events in the world have caused...
by Blaise Stevens | Dec 16, 2021 | Blaise Stevens, Investment Management, Retirement Planning, SAP
There have been numerous articles written about Millennials (people born between 1981 and 1996) and Generation Z (or Gen Z, born between 1997 and 2012) and their investing preferences. These two generations, more than any other generation in the history of our...
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...
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