What “Weapons” Have SIA Deployed?

Throughout the past few weeks, our team of associates has been actively addressing many market developments, which include the following:

  • Providing outreach to more than 40 investment professionals with whom we have placed approximately 80% of our clients’ assets.  
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Update to Money Market Funds

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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Continue to Keep Calm and Carry On

During these very volatile times, we address below a few questions that might be on the minds of our clients:

  • Can the financial markets continue to function if people are forced to stay home?
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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®

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.

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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.