Author Archives: mvella

“Great Expectations” for 2021?

Oh, what a difference a year makes! By maintaining our investment discipline during the depths of the downturn, clients benefited from the outstanding rebounds in stocks during the past twelve months.




SIA Meets With Top J.P. Morgan Global Market Strategist

SIA recently conducted a virtual discussion with David Lebovitz, Executive Director & Global Market Strategist for J.P. Morgan Asset Management. His firm is one of the world’s premier investment managers with responsibility for $2.5 trillion in assets.




Cents & Sensibility — Maximizing your retirement plan

A monthly column written by:Beth Stegner Peabody, CEO & Chief Investment OfficerStegner Investment Associates, Inc. Read column




20/20 Hindsight – Let’s “see”…

Throughout 2020, we reassured our clients that our time-tested and disciplined investment processes were being utilized to make certain that their portfolio values could continue to meet their short-term and long-term investment objectives.




Cents & Sensibility — Next step toward financial security

A monthly column written by:Beth Stegner Peabody, CEO & Chief Investment OfficerStegner Investment Associates, Inc. Read column




Cents & Sensibility — Simple ways to gain financial security

A monthly column written by:Beth Stegner Peabody, CEO & Chief Investment OfficerStegner Investment Associates, Inc. Read column




New column will address financial wellness

While The Record’s commentary typically focuses on matters of faith and spirituality, it nearly always highlights how Catholic life intersects with the material world.




“Believe It Or Not!”

Throughout the year, we reassured you that our time-tested and disciplined investment processes were being utilized to make sure that your portfolio values could continue to meet short-term and long-term investment objectives. 




SIA Meets With Top PIMCO Manager

On August 18th, SIA conducted a virtual meeting with Tony Crescenzi, executive vice president and market strategist with PIMCO. Mr. Crescenzi is often featured on CNBC and Bloomberg television and radio. Tony Crescenzi




Markets “Zoom” During the Second Quarter!

As part of SIA’s behavioral coaching, along with client calls and reviews, we delivered eight written communications to our clients during the volatile periods of March through May. You may now view some of these in the “Recent News” section of our website at StegnerInvestments.com.