This week’s headline news has certainly highlighted lots of financial market volatility. SIA is committed to putting the most important events into context for our clients.
During the past week, we have studied our client allocations to money market funds as these holdings in a portfolio are used to meet each client’s withdrawal needs during the next 12-18 months.
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During these very volatile times, we address below a few questions that might be on the minds of our clients:
Last week, previously complacent investors panicked with news regarding the spread of the coronavirus. Adding to their worries was the continued uncertainty of who will be the eventual Democratic presidential candidate and the future balance of power in Congress.
In a continued effort to showcase SIA’s communication with our clients, below you will find a link to our most recent mailing of SIA Perspectives.
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.
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Group photo
Back row (left to right): Ruth Trautwein, Beth Peabody, Hannah English, Karen Hubert, John Evers, Leslie Shockley.
Front row (left to right): Doug Peabody, Brandon Dant, Tracey Trosper, Abby Powell (winner of our contest!), Missy Vella.
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.
We have been recognized by the Financial Times as one of the
Top 300 Registered Investment Advisers in the United States.
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.
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