Category Archives: News

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.

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.

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.

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 advisers who met with the “fund specialists” listed below:

SIA’s SHA Network is Strong

Phone Crime: This Can Happen to You!

While cybercrime headlines have dominated recent news, we urge clients, friends and associates to remember the perils of common phone scams. Of most concern is the recent, real-life call to SIA from a panicked client whose grandson was allegedly arrested for drunk driving while returning from a wedding after hitting the car of a pregnant […]

Beth Peabody Nominated for “Most Admired Woman Business Owner”

The Associates of Stegner Investments are excited to share some news: The editorial staff at Today’s Woman magazine has nominated Beth for their “Most Admired Woman Business Owner” award for 2017.

SIA Interviews Top Performing Manager

T. Rowe Price Vice President, Craig Watson, met with our investment team at our office yesterday. Mr. Watson is a Portfolio Specialist and a 9-year member of T. Rowe Price’s U.S. Large Cap Growth Team.

Shocking Vote for Brexit

While reading Friday morning papers and sipping coffee, investors might have been comforted by headlines from Thursday’s financial market performances: “Global Stocks Rally Ahead of Brexit Vote… as investors bet the historic referendum would end with Britain staying in the EU.” — USA Today