Take Your Wealth Management Strategies to
New Heights
Today’s Market Doesn’t Define Your Tomorrow
Recent market headlines have been designed to evoke strong emotional responses – fear, anxiety, and the urge to take immediate action. But in the vast majority of cases, these daily pronouncements have little bearing on your long-term financial success. Getting swept up in this daily drama can be detrimental to achieving your goals.
Tariff Turmoil
Tariff TurmoilIs Your Portfolio a Casualty of the Current Climate?By Blaise Stevens, Managing Member, Strategic Advisory PartnersThe financial markets have certainly been making headlines lately. The impact of evolving trade policies, like the recent tariff...
The Million-Dollar iPhone
Every year, millions of consumers eagerly line up to purchase the latest iPhone, spending hundreds of dollars on Apple’s flagship product. But this fascinating counterfactual scenario reveals striking insights about opportunity cost, the time value of money, and the power of dividend reinvestment that we at Strategic Advisory Partners believe everyone should understand.
Real Talk About Technology Freedom in Wealth Management
Let me be candid: I’ve been in this industry long enough to see the real difference between what broker-dealers promise and what independent RIAs can actually deliver.
New 2025 Retirement Limits
As markets continue to evolve and new retirement contribution limits take effect in 2025, investors face both opportunities and challenges in optimizing their retirement strategies. The increased 401(k) contribution limit of $23,500 isn’t just a number—it’s an opportunity to enhance portfolio construction and implement more sophisticated investment approaches.
Retirement Savings Lost and Found
In a significant development for retirement plan participants and administrators alike, the Department of Labor (DOL) has officially launched its Retirement Savings Lost and Found database. This new tool represents a crucial step forward in addressing one of the most persistent challenges in our retirement system: reconnecting participants with their forgotten retirement benefits. Here’s what you need to know.
The Power of In-House Marketing Support for RIA Advisors
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 challenging, especially when you’re juggling compliance concerns and trying to stand out in a crowded market. Advisors coming from a wirehouse or broker/dealer environment often find that marketing their practice comes with many restrictions, limiting their ability to develop a personal brand and engage clients effectively.
New ‘Super’ 401(k) Catch-Up Provision
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 accelerate their retirement savings through enhanced “super” catch-up contributions.
What to Expect When Moving to an RIA
Making the leap from a wirehouse to an independent Registered Investment Advisor (RIA) is a bold move that offers advisors more autonomy, flexibility, and the chance to build a client-focused practice. But with independence comes new responsibilities and questions—from managing business operations to ensuring client loyalty. In this guide, we break down what to expect during the transition, address common concerns, and provide practical steps to help you make a successful move to an independent RIA model. Whether you’re seeking more control over your practice or a stronger connection with clients, this blog covers everything you need to know to navigate the shift.
