Keep Calm and Carry On

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.

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SIA Perspectives Q4 2019

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

SIA Perspectives Q4 2019




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.

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Happy Holidays from SIA!

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.

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

Douglas D. Stegner

To read Doug’s Business First interview, click here.

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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.

Hannah English, CFA®

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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?

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. 

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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.

Douglas Peabody

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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 they uncover 1 out of every 24 cases of senior fraud. 

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