Monthly Archives: April 2020
Because we realize that you may not have had the chance to register for your new portal over the weekend, below you will find a link to our most recent version of SIA Perspectives. SIA Perspectives Q1 2020
As we continue to prepare for the enhanced security and efficiency of delivering reports tomorrow via the new portal*, we are providing additional information regarding the mechanics of this implementation. A first step to coordinate this procedure for our clients is to ask that only one person register for a portal tomorrow when you receive the registration […]
Stegner Investment Associates, Inc. (SIA) is committed to caring for the health and well-being of our clients. To ensure that we practice safe “distancing”, we are introducing a new delivery method for our quarterly mailings. Rather than physically mailing or emailing your reports, we will be uploading them this Friday to a portal through NetClient CS, from Thomson Reuters*.
SIA is committed to enhancing our communication with clients during these trying times. Today’s correspondence outlines two adjustments to our traditional services.
This client correspondence serves as our weekly update regarding the fast-paced movements of financial markets, government central banks and the impact of each on portfolio performance. To echo the words of author Ian Fleming (author of the James Bond series of spy novels): “History is moving pretty quickly these days, and the heroes and villains keep on changing […]