Category Archives: News

Happy 2018 from Team SIA!

Happy 2018 from Team SIA! For our holiday activity the entire SIA crew was locked in “The Laboratory” at Locked In Louisville, where we had to find clues, solve puzzles, and crack codes to unlock the door in less than 60 minutes. It was a great team building exercise as EVERYONE contributed. The average success […]




T. Rowe Price Fund Manager Visits SIA

SIA is pleased to have hosted recently Mr. Wyatt Lee, co-portfolio manager of the T. Rowe Price Retirement Date Funds. Mr. Lee also serves on T. Rowe Price’s Multi-Asset Steering Committee and has been with the company for 18 years. Mr. Lee shared his responses to questions from SIA’s research team regarding recent strategy changes […]




SIA Meets with T. Rowe Price Managers in Baltimore

As part of SIA’s due diligence, we conduct offsite visits to the offices of the fund managers that we select for inclusion on our Approved List. Last week Ruth Trautwein visited T. Rowe Price’s home office in Baltimore, MD. She was one of only three advisors who met with the “fund specialists” listed below: These […]




SIA’s SHA Network is Strong

SIA is featured in in the latest issue of Sacred Heart Academy’s Heartbeat newsletter.  In support of the strong Valkyrie network, we are fortunate to have four alumnae working with our firm.  In addition, each summer SIA proudly offers an internship to an SHA graduate. Beth Stegner Peabody is honored to join SHA’s Board of […]




Phone Crime: This Can Happen to You!

While cybercrime headlines have dominated recent news, we urge clients, friends and associates to remember the perils of common phone scams. Of most concern is the recent, real-life call to SIA from a panicked client whose grandson was allegedly arrested for drunk driving while returning from a wedding after hitting the car of a pregnant […]




Beth Peabody Nominated for “Most Admired Woman Business Owner”

The Associates of Stegner Investments are excited to share some news: The editorial staff at Today’s Woman magazine has nominated Beth for their “Most Admired Woman Business Owner” award for 2017. Beth has put her heart and soul into SIA since founding it in 1994.  We are proud to have her as our leader and […]




SIA Interviews Top Performing Manager

T. Rowe Price Vice President, Craig Watson, met with our investment team at our office yesterday. Mr. Watson is a Portfolio Specialist and a 9-year member of T. Rowe Price’s U.S. Large Cap Growth Team. We enjoyed discussing interest rates, portfolio positioning, risk management and stock specific knowledge, including T. Rowe Price’s recent meeting with […]




Shocking Vote for Brexit

While reading Friday morning papers and sipping coffee, investors might have been comforted by headlines from Thursday’s financial market performances: “Global Stocks Rally Ahead of Brexit Vote… as investors bet the historic referendum would end with Britain staying in the EU.” — USA Today “Dow Industrials Jump 230 Points…Investors shook off fears that the U.K. […]




Beth Peabody & Tony Blair 2016

Opinion polls are split on whether Britons will vote next Thursday to remain in or exit the European Union of 28 countries (EU). The EU is an economic and political union established in 1993 which allows for a single market and free movement of goods, capital, services and people between member states. Recent stock and […]




2015 Boo La La Halloween Ball

SIA is excited to host a table again at this year’s Olmstead Parks Conservancy (OPC) fund raiser, the Boo La La.  SIA’s Co-Founder, Doug Stegner is a founding member of the Conservancy and Honorary Trustee while SIA’s President and Co-Founder, Beth Peabody, currently serves on the Board of Trustees and Executive Committee. The Mission of […]