Author Archives: mvella

2020 Retirement Plan Contribution Limits Increase

Highlights of changes for 2020 The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan has increased from $19,000 to $19,500. The catch-up contribution limit for employees aged 50 and over who participate in these plans has increased from $6,000 to $6,500.The contribution limitation regarding […]

Happy Holidays from SIA!

The SIA Team celebrated the holidays this year at Pinot’s Palace in St. Matthews, where the slogan is “Paint. Drink. Have Fun.” Although most of our painting skills leave much to be desired, we had a blast! We hope you experience the same laughter and joy during this Holiday Season and throughout the New Year.

Doug Stegner named Louisville Business First’s 2019 Volunteer of the Year

Douglas D. Stegner To read Doug’s Business First interview, click here. For a list of charities that Doug Stegner has helped over the past 30+ years, click here. Please join SIA in Congratulating Our Co-Founder!

SIA Welcomes Hannah English, CFA®

Please join us in welcoming Hannah English to SIA’s team as a Portfolio Management Associate. Ms. English, a Louisville native, brings with her a diverse background focused on wealth management and investment management. She serves as a member of SIA’s Portfolio Management Team, helping manage existing client relationships and meeting with prospective clients. Ms. English’s […]

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.

What’s Behind Investment Advice?

Dear Melissa: Stegner Investment Associates, Inc. (SIA) is a Registered Investment Advisor (RIA) with the Securities and Exchange Committee (SEC) under the Investment Advisory Act of 1940. We have served as fiduciaries since our inception in 1994 and are required by law to act always in our clients’ best interest.  However, many investors work with […]

Doug Peabody Joins SIA’s Management Team

Dear Melissa: Stegner Investment Associates is pleased to announce that Douglas D. Peabody has joined our management team in the role of President and Chief Operating Officer. Doug brings extensive leadership, management and consulting experience to SIA. In this role, Doug will lead SIA’s non-investment management activities. During his diverse 30-year career, Doug specialized in both the investment […]

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