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.
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 […]
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 […]
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 […]
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 […]