SIA Meets With Top J.P. Morgan Global Market Strategist

SIA recently conducted a virtual discussion with David Lebovitz, Executive Director & Global Market Strategist for J.P. Morgan Asset Management. His firm is one of the world’s premier investment managers with responsibility for $2.5 trillion in assets.

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Cents & Sensibility — Maximizing your retirement plan

A monthly column written by:
Beth Stegner Peabody, CEO & Chief Investment Officer
Stegner Investment Associates, Inc.

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20/20 Hindsight – Let’s “see”…

Throughout 2020, we reassured our clients that our time-tested and disciplined investment processes were being utilized to make certain that their portfolio values could continue to meet their short-term and long-term investment objectives.

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Cents & Sensibility — Next step toward financial security

A monthly column written by:
Beth Stegner Peabody, CEO & Chief Investment Officer
Stegner Investment Associates, Inc.

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Cents & Sensibility — Simple ways to gain financial security

A monthly column written by:
Beth Stegner Peabody, CEO & Chief Investment Officer
Stegner Investment Associates, Inc.

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New column will address financial wellness

While The Record’s commentary typically focuses on matters of faith and spirituality, it nearly always highlights how Catholic life intersects with the material world.

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“Believe It Or Not!”

Throughout the year, we reassured you that our time-tested and disciplined investment processes were being utilized to make sure that your portfolio values could continue to meet short-term and long-term investment objectives. 

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SIA Meets With Top PIMCO Manager

On August 18th, SIA conducted a virtual meeting with Tony Crescenzi, executive vice president and market strategist with PIMCO. Mr. Crescenzi is often featured on CNBC and Bloomberg television and radio.

Tony Crescenzi

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Markets “Zoom” During the Second Quarter!

As part of SIA’s behavioral coaching, along with client calls and reviews, we delivered eight written communications to our clients during the volatile periods of March through May. You may now view some of these in the “Recent News” section of our website at StegnerInvestments.com

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Client Relationship Summary

As of today, June 30, 2020, the Securities and Exchange Commission (SEC) requires that all registered investment advisers (RIA’s) deliver to clients a “relationship summary” disclosing certain information about their firms. This new document is also known as “ADV Part 3.” As you may recall, SIA offers our firm’s ADV Part 2 to clients annually. Both documents are available through the SEC’s website.

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