Stegner Investment Associates, Inc.

On Thursday, September 12th, SIA's team was proud to have participated again in "Give for Good Louisville," the biggest online giving day in the Kentuckiana region. Community Foundation of Louisville (CFL).

As the back-to-school season begins, it's a perfect time to discuss maximizing the benefits of a 529 college savings plan. SIA wants to ensure that you and/or your loved ones are fully leveraging this valuable educational savings tool...

Financial markets in the second quarter of 2024, while less dynamic than the first, still provided investors with gains that bolstered overall returns for the year's first half. Despite numerous stock market benchmarks reaching record...

SIA is thrilled to announce that our Director of Portfolio Management, Ruth Wimsatt Trautwein, has been selected as a member of the Leadership Louisville Class of 2025! This prestigious program is now in its 46th year and represents a...

Our office rivalry hit new heights yesterday at the Puttshack. We divided into two very determined teams and the course became a battlefield of colorful obstacles and tricky angles, with every hole bringing new challenges and...

We recommend you proactively review these beneficiaries at least every few years. This step will avoid unintended bequests of your hard-earned assets, and possibly prevent significant personal conflicts and legal battles for your heirs.

Exciting news! I had the opportunity to return to my alma mater and participate in a panel discussion about business alongside two other distinguished panelists, Beth Peabody (CEO & Chief Investment Officer, Stegner Investment Associates, Inc.) and Amy Bergeron (Owner, Whitehouse Residential and Commercial Paint).   It was an honor to be back on campus and share my insights and experiences with current students and fellow alumnae. I was impressed by their eagerness to learn more about the business world. It was a great reminder of the passion and curiosity that drives us all forward in our careers. I am lucky to work in an industry where I am able to highlight the abundance of opportunity and flexibility.   I want to give a special thanks to Megan Brumleve Theisen, Lauren Hitron, and Erin Burke for organizing the event and my fellow panelists for their valuable contributions. It's always inspiring to connect with other professionals who are equally passionate about their work. “Be the person you needed when you were younger” - Ayesha Siddiqi Sacred Heart Schools Louisville Cherry Bekaert MCM CPAs & Advisors (now part of Cherry Bekaert)

In our service to clients, we seek to provide regular communications about significant events in the financial markets that can impact our investment advice and the performance of portfolios. When there is a difference in perception...

We are proud that our Associates are so involved in the community! Ruth Wimsatt Trautwein was featured in the registration invitation for the Community Foundation of Louisville's upcoming 21st Annual Professional Advisors Seminar....

To say the span of the past three-plus years has been a volatile period would be an understatement. However, this column’s advice, provided to improve financial literacy, is intended to be timeless.