Stevens Visionary Strategies

Latest Commentary

2024: What’s New and What’s Next

Personal finance never stays the same. You need to know what’s changed so you can do your best planning.

Woman doing financial planning at her desk

Digging Deeper at Year-End for Better 2024 Financial Results

At year-end, or the beginning of a new year, I like to step back and take a closer look at how things are going and what needs to happen next. Maybe you do too.

2024 Philanthropy Worksheet

We can make a difference—even when it seems like a very small drop in the ocean. It all adds up. There will always be a need to help other people…

Personal finance never stays the same. You need to know what’s changed so you can do your best planning.

At year-end, or the beginning of a new year, I like to step back and take a closer look at how things are going and what needs to happen next. Maybe you do too.

We can make a difference—even when it seems like a very small drop in the ocean. It all adds up. There will always be a need to help other people…

This month looks good from afar but to be honest, it also looks pretty far from good.

Stock market +20% year-to-date 2023, cash and bond returns much higher than previous years, and more.

Take your time to adjust to this major change and get in the right headspace. It’s important to remember that you’re not alone in going through this difficult period. It’s crucial to take practical steps to stay afloat during this challenging time.

This month looks good from afar but to be honest, it also looks pretty far from good.

Stock market +20% year-to-date 2023, cash and bond returns much higher than previous years, and more.

This month looks good from afar but to be honest, it also looks pretty far from good.

Investing can feel like a wild roller coaster ride, with ups and downs that can make even the steadiest of hands shake. That’s why having a plan in place, created in advance, is so important.

Personal finance never stays the same. You need to know what’s changed so you can do your best planning.

At year-end, or the beginning of a new year, I like to step back and take a closer look at how things are going and what needs to happen next. Maybe you do too.

We can make a difference—even when it seems like a very small drop in the ocean. It all adds up. There will always be a need to help other people…

This month looks good from afar but to be honest, it also looks pretty far from good.

Stock market +20% year-to-date 2023, cash and bond returns much higher than previous years, and more.

Take your time to adjust to this major change and get in the right headspace. It’s important to remember that you’re not alone in going through this difficult period. It’s crucial to take practical steps to stay afloat during this challenging time.

This month looks good from afar but to be honest, it also looks pretty far from good.

Stock market +20% year-to-date 2023, cash and bond returns much higher than previous years, and more.

This month looks good from afar but to be honest, it also looks pretty far from good.

Investing can feel like a wild roller coaster ride, with ups and downs that can make even the steadiest of hands shake. That’s why having a plan in place, created in advance, is so important.