Monthly Archives: July 2013

Bonds Spark New Strategy

As we celebrate the 4th of July with fireworks, the bond market has ended several weeks of providing explosive returns.  With this recent downside volatility, we  have implemented a new bond strategy for clients with significant taxable bond exposure.




SIA Ranked #10 in Business First Investment Manager List 2013

Stegner Investment Associates (SIA) is proud to be included in  this week’s issue of Business First of Louisville’s “Largest Area Investment Managers” for 2013. We thank you for your continued trust in and support of our investment consulting services.  Without you, we wouldn’t have made it this far. Click here to view the list




Changes in Money Market Fund Accounting

The attached article from “The Wall Street Journal” provides an outline of major changes in the pricing structure of money market funds.  At this point, we are confident that these are improvements that will provide stability should the financial markets experience stress similar to those caused by events in 2008.  We do not expect these […]




Beth Peabody Featured In Business First

Stegner Investment Associates (SIA) is proud to have been asked by Business First of Louisville for investment insights that were published in today’s issue.  SIA would like clarify that, although we consider index funds and/or exchange-traded funds (ETFs) in some of our investment strategies, our proven success continues to focus on actively managed mutual funds for the majority of client […]




Archive – News Published Prior to February 2013

J.P. Morgan Weekly Market Recap (updated every Monday) “Tax Relief Act Briefing” CCH 1/13/13