Author Archives: mvella

Stegner Investment Associates, Inc. Named to 2019 Financial Times 300 Top Registered Investment Advisors

We don’t usually toot our own horn… but… we had to tell someone! We have been recognized by the Financial Times as one of the Top 300 Registered Investment Advisers in the United States. Click here for the official press release.




10 Top Scams Targeting Seniors

Frauds perpetrated against senior citizens are estimated to cost victims $2.9 billion each year. The Senate Committee on Aging, which operates a hotline for reporting such frauds, recently published a report showing the types of senior frauds that were reported most frequently in 2018, when more than 1,500 people called the hotline. Authorities estimate that […]




SIA Perspectives Q4 2018

In last quarter’s SIA Perspectives, we noted a surge in stock market returns for the 3rd quarter as investors shrugged off issues such as trade wars, Britain’s exit from the European Union (EU) and China’s slowing economic growth. Our reports showed that, through September, many stock market benchmarks reached record levels as announcements of excellent […]




SIA Perspectives Q3 2018

The production and delivery of our SIA Perspectives each quarter is an effort to engage Clients and to increase their knowledge of our time-tested, disciplined and successful investment strategies. We also strive to explain the movements in financial markets and the impact current events can have on portfolio performance. Read More




SIA Hosts Charity Ball




SIA Perspectives Q2 2018

The trend of volatility continued in the 2nd quarter as political leaders took center stage by attending high profile group events like the NATO and the G-7 summits, while conducting historic one-on-one meetings. The tension surrounding these events rattled financial markets. They made headline news and were heavy on pageantry, but light on specifics. Read […]




SIA Perspectives Q1 2018

The swings in financial markets throughout the 1st quarter reminded us of Newton’s Cradle – a toy from our past that demonstrates one of Sir Isaac Newton’s three laws of motion. Although this mathematician died in 1727, his third law can be applied to explain performance to-date in 2018: “For every action, there is an […]




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 […]