Author Archives: mvella
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 […]
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.
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!
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.
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 […]
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 […]
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 […]