In the News
Articles, press releases, and media mentions
News and media activity featuring Blue Chip Partners. Read educational articles in popular publications on topics including investment management, financial planning, and more.
U.S. News & World Report
September 21, 2023
Invest Like a Billionaire: When to Sell Single Stock Positions – Kate Stalter
In this article from U.S. News and World Report discussing whether more investors should pare back individual stock holdings, Director of Investments Daniel Dusina, CFA® begs to differ and shares advantages to using stocks over funds: "A stock portfolio with targeted exposure across sectors allows investors to take advantage of industries benefiting from secular trends while avoiding those poised for disruption."
CNET Money
September 13, 2023
21% of Student Loan Borrowers Plan to Stop Saving. Experts Share Ways to Balance Competing Money Goals – Liliana Hall
Starting Oct. 1, 2023, more than 27 million people will have a payment due on their federal student loans for the first time since the March 2020 payment pause. In this article from CNET Money, Senior Financial Advisor Naoko McKelvey, CFP®, AEP® shares ways to balance competing money goals for those who are trying to save while preparing for repayment: “Start by seeing if there are expenses you can lower or eliminate to make room for your student loan payments.”
Yahoo! Finance
September 6, 2023
In this news release published in Yahoo! Finance, Blue Chip details the firm’s latest news, including being named one of the Best Places to Work in Southeast Michigan for 2023 by Crain’s Detroit Business, being listed in Financial Advisor Magazine’s 2023 RIA Rankings, Managing Partner Dan Seder, CFA, CMT, CFP® being named a finalist in the 2023 WealthManagement.com Industry Awards, and the announcement of hiring four new team members. Please click here for important disclosure information.
Crain's Detroit Business
August 28, 2023
2023 Best Places to Work in Southeast Michigan
Blue Chip Partners was named one of the Best Places to Work in Southeast Michigan for 2023 by Crain’s Detroit Business. Out of 100 companies that were honored, Blue Chip came in at #29 in the list, which cited many of the firm’s perks and benefits, including 24 days of PTO with additional PTO for community service, telecommuting options, continuing education, financial support for professional certifications and designations, hands-on training, opportunities for advancement, monthly happy hours and office parties, and more.
WealthManagement.com
August 16, 2023
The First Half of 2023: A New Dawn? – Daniel Dusina
With the back half of 2023 in focus, one thing is clear: if domestic equities are to sustain their advance, the rally requires participation from a broader slate of companies. Director of Investments Daniel Dusina, CFA® wrote this article for Wealth Management Magazine's 2023 Midyear Outlook issue, looking at the investing landscape for the first half of 2023 and sharing what that could mean for the second half of the year.
Citywire RIA
August 7, 2023
My Model Portfolio: Equities on Sale and Warming Up to International – Sam Bojarski
Director of Investments Daniel Dusina, CFA® was featured in Citywire RIA’s 'My Model Portfolio' series, where he shared details on Blue Chip Partner's Core 70/30 Portfolio and discussed the firm's dividend-focused, large-cap stock investing strategy: “Our core underlying investment philosophy of focusing on high-quality companies that can pay and grow a dividend, that hasn’t changed.”
GOBankingRates
July 24, 2023
11 Ways To Save Money That Are Actually Fun – Angela Mae
Senior Financial Advisor Naoko McKelvey, CFP®, AEP® shares fun ways to save money in this GOBankingRates article, like having a potluck game night: “If everyone chips in, you can find ways to make it fun and affordable without feeling restricted.”
Financial Advisor Magazine
July 14, 2023
2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality – Eric Rasmussen
Blue Chip Partners was listed in Financial Advisor Magazine's 2023 RIA Rankings, coming in at #301 in the list of largest Registered Investment Advisory firms in the country (ranked by assets under management).
Financial Advisor Magazine’s (FA’s) 2023 RIA Ranking is a ranking that orders firms from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA's survey by FA’s deadline. To be eligible for the national ranking, firms must be independent registered investment advisers, file their own Form ADV with the SEC, provide financial planning and related services to individual clients, and have at least $500 million in assets under management as of December 31, 2022. The ranking was published in the July/August 2023 issue of Financial Advisor Magazine.
InvestmentNews
July 14, 2023
Advisors Pulled Out of Equities, Increased Exposure to Alts in 2022 – Ryan Neal
During one of the worst years in history for traditional portfolio models, many financial advisors pulled out of equities and increased exposure to alternative investments. In this InvestmentNews article, Director of Investments Daniel Dusina, CFA® cautions, “Just because they’ve been democratized and there’s this shiny new object doesn’t mean that everyone needs exposure to [alternatives].”
National Association of Personal Financial Advisors
June 29, 2023
2023 Playbook Series Webinar: Honing In and Doubling Down on Serving a Specific Niche
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® was a panelist for a webinar hosted by the National Association of Personal Financial Advisors, where he discussed client niches served by Blue Chip Partners, including corporate executives, women in transition, and more, and shared how focusing in on these specific niches allows the firm to serve their clients better.
VettaFi
June 27, 2023
How to Invest in American Reshoring? – Tom Lydon
Director of Investments Daniel Dusina, CFA® joined Chris Semenuk of Tema ETFs and Tom Lydon of VettiFi to discuss reshoring and companies most likely to benefit from the US manufacturing resurgence in this webcast from VettaFi.
U.S. News & World Report
June 22, 2023
What to Know Before Starting a Career as a Financial Advisor – Kate Stalter
In this article from U.S. News & World Report, Senior Financial Advisor Naoko McKelvey, CFP®, AEP® shares her insights on what to know before pursuing a career as a financial advisor: "If you are passionate about helping others, enjoy problem-solving and getting to know people, this might be the right choice for you."
Swift Chats Podcast
June 7, 2023
Swift Chats Live at the 2023 Morningstar Investment Conference – Marie Swift
Director of Investments Daniel Dusina, CFA® is interviewed on the Swift Chats podcast compilation episode from the Morningstar Investment Conference (9:56-12:40), discussing his experience at his first Morningstar conference, Blue Chip's unique investment philosophy, and more.
Schwab Network
June 2, 2023
AVGO & LULU Rise After Earnings & How To Trade – Oliver Renick
Director of Investments Daniel Dusina, CFA® was interviewed on the Schwab Network discussing various stock earnings, including Broadcom (AVGO) and Lululemon (LULU). He shares what he thinks is next for both stocks after earnings were released last week, and also notes what's next for discount retailers, highlighting Dollar General (DG).
WealthManagement.com
June 1, 2023
WealthManagement.com Announces Finalists for the 2023 Industry Awards – Mark Bruno
Managing Partner Dan Seder, CFA, CMT, CFP® was named a finalist for 'Thought Leader of the Year' among Individual RIA Firm Leaders in the 2023 Wealth Management Industry Awards (the Wealthies), an awards program that honors outstanding achievements by companies, organizations, and individuals that support financial advisor success. Companies submit nominations for the awards and winners will be announced on September 7, 2023.
Yahoo! Finance
May 25, 2023
In this news release published in Yahoo! Finance, Blue Chip details the firm’s latest news, including Robert Steinberg, JD, CPA, CFP® and Dan Seder, CFA®, CMT, CFP® being named to Forbes' 2023 List of Best-In-State Wealth Advisors, new team member Andrea Cloutier joining the firm, and Cody VanderHagen, CFP® earning his Certified Financial Planner™ marks of distinction.
Swift Chats Podcast
May 25, 2023
Compilation Episode from the 2023 T3 Technology Tools for Today Advisor Conference – Marie Swift
CEO Robert Steinberg, JD, CPA, CFP® is interviewed on the Swift Chats podcast compilation episode at the 2023 T3 Technology Tools for Today Conference (12:52-19:52), discussing his experience at the T3 conference, the way Blue Chip approaches technology at the firm, and more.
U.S. News & World Report
May 9, 2023
How to Analyze a Stock's Dividend – Marc Guberti
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® was featured in this U.S. News & World Report article where he shares insights on analyzing a stock's dividend: "The aim should be to create a portfolio that pays enough dividends to fund living expenses in retirement. If the lion's share of an investor's living expenses is met by dividends, then they will not need to rely on selling shares of stock to fund their lifestyle."
Forbes
May 7, 2023
A ROTH IRA: The Best Way For Kids To Save For Retirement – Chris Carosa
In this article from Forbes, CEO Robert Steinberg, JD, CPA, CFP® describes why Roth IRAs are a great way to start a retirement fund for your child, including various scenarios: “A great scenario is the case where a parent operates a business that is reported on Schedule C of their tax return and their minor child is an employee.”
Money Life Podcast
May 5, 2023
Daniel Dusina Joins the Market Call on the Money Life Podcast with Chuck Jaffe
Director of Investments Daniel Dusina, CFA® joins the Market Call on the Money Life Podcast with Chuck Jaffe to discuss how Blue Chip Partners’ quality-oriented investment approach is rooted in their solid evaluation, plus talks brand-name, large-cap stocks (39:14-55:23 in the podcast).
USA Today
May 1, 2023
Best Bond ETFs May 2023 – Tony Dong
Director of Investments Daniel Dusina CFA® was quoted in this USA Today article about the best bond ETFs for May 2023 and what to consider when looking at bond ETFs: “The bid-ask spread is important to be aware of when identifying bond ETFs, as a large spread can equate to a significantly worse initial purchase price or final sale price.”
T3 Technology Hub
May 1, 2023
T3 Technology Tools for Today Presents: Hot & Happening at T3 2023
While at the T3 Technology Tools for Today Advisor Conference, COO Erin Goss, CFA, CAIA, CIMA®, CFS® was featured on the T3 Hot & Happening podcast (starting at 59:40), discussing all the FinTech on display in the exhibit hall and some of her key takeaways from the various sessions at T3 2023.
SwiftCam Conference Videos
April 28, 2023
SwiftCam Interview with Daniel Dusina at the 2023 Morningstar Investment Conference – Marie Swift
Director of Investments Daniel Dusina, CFA® is interviewed by Marie Swift on the SwiftCam at the 2023 Morningstar Investment Conference, discussing his experience at his first ever Morningstar conference, Blue Chip's unique investment philosophy, and more.
NTD TV
April 26, 2023
Yuan Impractical for Large-Scale Use: Analyst – Don Ma
In this NTD TV segment, Director of Investments Daniel Dusina, CFA® cautions on the viability of the Chinese yuan for large scale international border transactions, contrasting it to the underlying stability of the US Dollar for cross-border transactions.
Wealth Solutions Report
April 18, 2023
Advising Clients With Large Equity Compensation Holdings – Janeesa Hollingshead
Managing Partner Dan Seder, CFA, CMT, CFP® sat down with Wealth Solutions Report to discuss how an advisor should guide corporate executives who hold significant equity compensation. Seder shares his expertise about behavioral biases of employees with significant company equity holdings, the role of technical analysis and 10b5-1 plans, and steps to manage concentration in company shares.
NTD TV
April 12, 2023
Earnings to Bottom This Quarter: Analyst – Don Ma
In this NTD TV segment, Director of Investments Daniel Dusina, CFA® discusses Q1 2023 earnings reports, sharing why first quarter earnings could be in decline but why he thinks earnings will bottom out this quarter.
Forbes
April 4, 2023
Forbes Best-In-State Wealth Advisors (2023)
CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both named Best-in-State Wealth Advisors for 2023 by Forbes and SHOOK Research, ranking #17 and #18 respectively in the state of Michigan.
USA Today
April 4, 2023
Best Vanguard Mutual Funds of April 2023 – Tony Dong
In this article from USA Today, Director of Investments Daniel Dusina, CFA® discusses important metrics to consider with Vanguard funds, including expense ratios: “Cost is important, as an expense ratio comes directly out of the performance that an investor will experience.”
U.S. News & World Report
April 3, 2023
7 Best Vanguard Funds to Buy and Hold – Tony Dong
In this US News & World Report article, Director of Investments Daniel Dusina, CFA® explains the fundamentals of Vanguard funds: "Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. This aligns interests between the firm and its clients - since the clients are the owners of the firm, there are fewer conflicting priorities."
WealthManagement.com
March 28, 2023
What’s on an Advisor's Tech Wish List? – Shannon Rosic
In this video from WealthManagement.com TV, recorded live at the 2023 T3 Technology Tools for Today conference in Tampa, COO Erin Goss CFA®, CAIA, CIMA®, CFS® details what advisors truly want from their tech stack (1:05-1:47 during the video segment): “Technology can provide data which can help us identify opportunities to serve our clients in better and different ways, but also to make informed business decisions.”
Authority Magazine
March 27, 2023
5 Things to Look for When Hiring a Financial Planner or Financial Advisor – Jason Hartman
Managing Partner Dan Seder, CFA, CMT, CFP® was profiled by Authority Magazine, plus shares 5 things to look for when hiring a financial advisor, 3 pieces of advice for other professionals to thrive and avoid burnout, and more.
CBS News
March 22, 2023
Investing in Gold? 4 Things to Know First – Jessica Walrack
Managing Partner Dan Seder, CFA, CMT, CFP® was quoted in this CBS News article where he illustrates the finer points of investing in gold, including the importance of insurance: "Insurance is important when buying gold because it can protect your investment in the event of loss or damage. However, investors should consider the cost of insurance and how it will affect their overall investment."
NTD TV
March 21, 2023
Is Your Money Safe During Bank Failures? – Don Ma
In this NTD TV segment, anchor Don Ma asks where should you put your money during this time of turbulence for the banking system? Managing Partner Dan Seder, CFA, CMT, CFP® recommends stocks if you have a long term horizon (1:43-2:33 during the video segment): “You can still make the argument for stocks to be a tremendous investment at these levels.”
Wealth Solutions Report
March 17, 2023
Video Interviews With Industry Leaders At T3 – Julius Buchanan
COO Erin Goss CFA®, CAIA, CIMA®, CFS® was interviewed by Wealth Solutions Report at the 2023 T3 Technology Tools for Today Conference, sharing her biggest highlights and takeaways, why it's important to attend in person, how it helps her determine what technology solutions to use at Blue Chip Partners, and more.
SwiftCam Conference Videos
March 17, 2023
SwiftCam Interview with Robert Steinberg at the 2023 T3 Conference – Marie Swift
CEO Robert Steinberg, JD, CPA, CFP® is interviewed by Marie Swift of Impact Communications at the 2023 T3 Technology Tools for Today conference in Tampa. They discuss why he enjoys attending the T3 Conference, including exploring technology solutions for his firm and connecting with other conference attendees.
Yahoo! Finance
March 15, 2023
15 Best Dividend Paying Stocks To Buy Now – Vardah Gill
In this Yahoo! Finance article, Director of Investments Daniel Dusina, CFA® discusses a reliable dividend investment strategy to beat inflation, including some of the best dividend paying stocks.
T3 Technology Hub
March 14, 2023
T3 Social Cam at the 2023 T3 Technology Tools for Today Conference
COO Erin Goss CFA®, CAIA, CIMA®, CFS® shares what she’s enjoyed about her first T3 Technology Conference on the #T3SocialCam, as well as how Blue Chip uses technology in their practice.
U.S. News & World Report
March 9, 2023
7 Best Value ETFs to Buy and Hold – Tony Dong
In this U.S. News & World Report article, Director of Investments Daniel Dusina, CFA® gives tips on targeting the value factor of ETFs, what to look for in a value ETF, actively vs. passively managed ETFs, and more: "At the start of a new business cycle, like the end of a recession, value has typically outperformed the broader market."
U.S. News & World Report
March 8, 2023
8 Top-Performing Fidelity Funds for Retirement – Tony Dong
Director of Investments Daniel Dusina, CFA® gives expert analysis on the best-performing Fidelity funds for retirement, including the Growth Discovery Fund: "The last 10 years, which consisted of ultralow interest rates and a relatively stable domestic economy, aligned well for growth stocks."
GOBankingRates
March 8, 2023
How To Live Below Your Means Without Feeling the Crunch – Jenny Rose Spaudo
In this article from GOBankingRates, Senior Financial Advisor Naoko McKelvey, CFP®, AEP® weighs in on how to live under your means without feeling like it, sharing tips like cutting back on eating out and ordering in, choosing generic items over name brands when grocery shopping, slashing entertainment costs but still being creative with fun, in-home activities, and more.
USA Today
March 7, 2023
What to Consider Before Buying Gold – Erin Gobler
Featured in this USA Today article, Managing Partner Dan Seder, CFA®, CMT, CFP® shares factors to consider before adding gold to your portfolio: “Before investing in gold, it’s important to consider factors such as your investment goals, risk tolerance, and overall portfolio diversification."
Early Bird Podcast
March 6, 2023
Boeing Stock Overview, Benefits, Risks, and Outlook in 2023 – Steven Lerner
Director of Investments Daniel Dusina, CFA® made a guest appearance on the Early Bird Podcast to discuss investing in Boeing stock in 2023, including the benefits, potential risks, and outlook.
GOBankingRates
March 6, 2023
10 Ways Women Can Save Money in 2023 – Casey Bond
Senior Financial Advisor Naoko McKelvey, CFP®, AEP® was quoted in this GOBankingRates article discussing the top ways women can save money in 2023. Her top tip? Bumping up your savings rate by 1%: “If it’s not there for you to spend, it is more likely for you to readjust your immediate expenses accordingly.”
Fortune
March 3, 2023
ChatGPT Helped Me Make a Plan to Buy a $500,000 Home, But Experts Warn About Using AI for Financial Advice – Ivana Pino
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® was featured in this article from Fortune comparing advice from ChatGPT vs. a human advisor when it comes to crafting a financial plan toward homeownership. The conclusion? "While ChatGPT generated a lot of the same advice as Mondoux, the process of working with a CFP to craft a plan provided greater value, which experts say isn’t a shock. When working with a CFP, I was able to ask specific questions about how my plan might change over time and how to balance competing goals."
Financial Advisor Magazine
March 1, 2023
Interest Rates Are Up. So Is It Time To Buy Annuities? – Ben Mattlin
CEO Robert Steinberg, JD, CPA, CFP® was quoted in this Financial Advisor Magazine article on annuities, where he cautions about “surrender charges” or fees for taking money out too soon.
Financial Planning Magazine
February 28, 2023
Advisors are Ready to Make it Rain on Wealthtech – Justin Mack
CEO Robert Steinberg, JD, CPA, CFP® was featured in this article from Financial Planning Magazine, discussing how technology helps solve problems and increase efficiencies. He also shares how wealthtech helps keep the firm culture intact and improves the client experience.
GOBankingRates
February 23, 2023
4 Best Ways Women Can Invest in 2023 – Jenny Rose Spaudo
In this article from GOBankingRates, Senior Financial Advisor Naoko McKelvey, CFP®, AEP® gives advice on investment strategies for women in 2023: "consider setting up an automatic investment plan”.
Action! Magazine
February 14, 2023
How Wealth Management Firms Can Cut Costs But Stay Competitive – Suleman Din
In this article from Action! Magazine, CEO Robert Steinberg, JD, CPA, CFP® explains how hiring the right people adds strategic depth and adds to the firm's value proposition.
Nasdaq
February 14, 2023
Why Some Advisors Refuse to Use Model Portfolios – Duncan MacDonald-Korth
In this article from Nasdaq, CEO Robert Steinberg, JD, CPA, CFP® expounds on the advantages of steering clear of model portfolios and explains why Blue Chip insists on managing portfolios in house: “Clients are more involved, it’s easier to tax-loss harvest, and they know what they own.”
U.S. News & World Report
February 13, 2023
7 Best Stagflation Stocks to Buy in 2023 – Tony Dong
Director of Investments Daniel Dusina, CFA® discusses the best stocks that should prove resilient under stagflationary conditions in this article from U.S. News & World Report: "The three components of stagflation (high inflation, high unemployment, weak demand) have an impact on the revenue, profitability and valuation of businesses, which in turn affects the price an investor is willing to pay for a share."
U.S. News & World Report
February 10, 2023
9 Dividend Stocks to Buy as Inflation Protection – Tony Dong
In this article from U.S. News & World Report, Director of Investments Daniel Dusina, CFA® gives advice on inflation resistant dividend stock choices, noting that while screening for a history of dividend growth is a good starting point, identifying attractive dividend payers for an inflationary environment means looking carefully for companies with stable operating margins, healthy free cash flow, and low leverage.
Financial Advisor IQ
February 10, 2023
Behave Yourselves! Tips for Handling Difficult Clients – Glenn Koch
Senior Financial Advisor Naoko McKelvey, CFP, AEP® was quoted in Financial Advisor IQ discussing tips for handling difficult client relationships: “I have found that if I reach out to them proactively and just ask if they’re doing OK or get their pulse, that actually helps to alleviate the situation a little bit.”
Synchrony Bank's Money Matters Blog
February 7, 2023
Key Money Questions to Ask Your Partner at Every Stage of a Relationship – Chris Warren
In this article from Synchrony Bank's Money Matters Blog, Senior Financial Advisor Naoko McKelvey, CFP®, AEP® discusses important financial questions to ask your partner at different stages of a relationship: “Different upbringings can result in significantly different thoughts and behaviors around money and savings, which will need to be addressed at some point.”
InvestmentNews
February 2, 2023
Bucking the Trend: Why Some Advisors Refuse to Outsource Investment Management – Jeff Benjamin
CEO Robert Steinberg, JD, CPA, CFP® and Director of Investments Daniel Dusina, CFA® were quoted in this InvestmentNews article, discussing the advantages of managing assets in-house and why it's part of the firm's value proposition: “It's a lot more work and most firms aren’t willing to make that investment, but it’s a differentiator and clients get it.”
TheStreet
January 26, 2023
Leverage These Tax Breaks Before April 15 – Brian O'Connell
Senior Financial Advisor Jonathan Johnson, CPA, CFP®, CMT, was featured in this article in TheStreet on often overlooked common tax credits, including home energy improvements, as well as why it makes sense to seek the help of a professional in order to generate deductions or credits the individual would not have produced on their own.
WealthManagement.com
January 26, 2023
The Healthy Advisor: Beating the Odds and a Fresh Perspective on Life With Robert Steinberg – Diana Britton
Founder and CEO Robert Steinberg, JD, CPA, CFP® was featured on The Healthy Advisor podcast from WealthManagement.com, speaking about surviving his “widow maker” heart attack and how the ordeal has changed his views personally and professionally.
U.S. News & World Report
January 25, 2023
8 Best Warren Buffett Stocks to Buy in 2023 – Matt Whittaker
In this article from U.S. News & World Report, Director of Investments Daniel Dusina, CFA® weighs in on solid stock picks with long-term potential, pointing out that companies with high earnings and cash flow relative to their market value will be able to continue to perform well if the Federal Reserve continues to be aggressively hawkish.
Forbes
January 23, 2023
Best Dividend Stocks To Beat Inflation In 2023 – Erik Sherman
Director of Investments Daniel Dusina, CFA® helps evaluate the best dividend stocks to invest in to beat inflation in this Forbes article: “As inflation and tighter financial conditions hit corporations, investors should look for greater certainty that a company’s profitability, and ultimately their ability to pay an attractive dividend, will not be impaired.”
GOBankingRates
January 19, 2023
How To Handle It When Your Friends Are Wealthier Than You – Jenny Rose Spaudo
Senior Financial Advisor Naoko McKelvey, CFP®, AEP® discusses in this GOBankingRates article how to socially navigate the growing transparency in salaries and what to do when your peers are wealthier than you, including how to handle uncomfortable situations, how to handle gift giving, not feeling pressured to attend every event, and more.
Yahoo! Finance
January 17, 2023
News Release: Blue Chip Partners Wins Best Practices Award from InvestmentNews
In this news release, Blue Chip Partners announced the firm’s best practices award from InvestmentNews. "We couldn't have earned this without all of our amazing team members who work hard to serve our clients and make Blue Chip an award-winning firm,” said Founder and CEO Robert Steinberg, JD, CPA, CFP®. The release also highlights Financial Advisor Emily Prater, CPA, CFP®, who earned the Certified Financial Planner™ marks of distinction.
Swift Chats Podcast
December 27, 2022
Swift Chats Podcast: Compilation Episode from the MarketCounsel Summit – Marie Swift
CEO Robert Steinberg, JD, CPA, CFP® discusses attracting and retaining clients, improving value proposition, building an RIA to $1B AUM, and more on the Swift Chats Podcast compilation episode recorded live at the 2022 MarketCounsel Summit.
Fortune
December 26, 2022
6 Things to Check Off Your Tax To-do List Before 2022 Ends – Tanza Loudenback
Senior Financial Advisor Jonathan Johnson, CPA, CFP®, CMT shares his end of year tax tips in this Fortune Recommends article. Johnson reminds readers to check your tax withholding for next year: “If you haven’t updated your W-4 in 2022, look back at your 2021 tax return to see how much was withheld and what your tax bill or refund looked like to make adjustments for the upcoming calendar year.”
Yahoo! Finance
December 26, 2022
6 Things to Check Off Your Tax To-do List Before 2022 Ends – Tanza Loudenback
Senior Financial Advisor Jonathan Johnson, CPA, CFP®, CMT reminds those using a tax-loss harvesting strategy: “The IRS does have a little caveat to this rule that you cannot buy that same security within 30 days of selling it because it would violate what's called a wash sale.” Read more of Johnson’s end of year tax tips in this Yahoo! Finance article.
Wealth Solutions Report
December 21, 2022
Are Interval and Tender Offer Funds Right for Your Clients? – Julius Buchanan
Chief Operating Officer Erin Goss, CFA®, CAIA, CIMA®, CFS® sat down with Wealth Solutions Report to discuss interval and tender offer funds: “Unlike traditional mutual funds, both interval and tender offer funds do not have to meet redemptions daily, which allows for increased exposure to illiquid assets.”
GOBankingRates
December 19, 2022
Almost One-Fourth of Americans Are Living Paycheck to Paycheck Going Into 2023 – Maddie Duley
Senior Financial Advisor Naoko McKelvey, CFP®, AEP® discusses in this GOBankingRates article ways Americans living paycheck to paycheck can feel more financially secure going into 2023.
InvestmentNews
December 12, 2022
Year-end strategies for executives holding restricted shares – Gregg Greenberg
Managing Partner Dan Seder, CFA®, CMT, CFP® Joined Gregg Greenberg on the InvestmentNews Gameday stage at the 2022 Schwab IMPACT conference. The two discuss why executives holding restricted stock should consider capturing losses if those shares are down, as well as why they should also better understand the time value of their options.
Action! Magazine
December 9, 2022
Creating an Enduring Financial Advisory Firm – Marie Swift
Founder and CEO Robert Steinberg, JD, CPA, CFP® spoke with Action! Magazine, sharing that creating an enduring firm starts with finding and empowering the right people: “When you join Blue Chip Partners, Inc., you become part of a team that works hard and smiles often.”
InvestmentNews
December 5, 2022
Best Practices Awards Spotlight Study’s Top Performers – Devin McGinley
Blue Chip Partners, LLC was awarded the InvestmentNews 2022 Best Practices award for midsize ensembles, recognizing top-performing financial advisory firms and providing lessons on how to build a best-in-class practice.
WealthManagement.com
November 28, 2022
Robert Steinberg on Attracting and Retaining Talent
Founder and CEO Robert Steinberg, JD, CPA, CFP® talks with WealthManagement.com about his firm’s process for sourcing candidates, assessing their cultural fit, interviewing them and extending a job offer, live from the 2022 Schwab IMPACT Conference. He also discusses the attractiveness of a growing firm with a compelling career path for today’s top talent.
SwiftCam Conference Videos
November 4, 2022
SwiftCam Interview with Robert Steinberg and Dan Seder at 2022 Schwab IMPACT Conference – Marie Swift
CEO Robert Steinberg, CFP®, CPA, JD and Managing Partner Dan Seder CFP®, CFA®, CMT talk with Marie Swift of Impact Communications at the 2022 Schwab IMPACT conference in Denver. They discuss being back in person at IMPACT and all the great products and technologies to explore.
Better Investing
September 15, 2022
Understanding Stop-Loss Orders – Matthew Mondoux
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® discusses why investors need to be clear on the risk level they can tolerate when evaluating new investments in this piece for Better Investing.
EIN News
August 11, 2022
Blue Chip Partners Named as One of the 50 Fastest-Growing Investment Advisory Firms in the USA
Blue Chip Partners announces the firm’s inclusion in SmartAsset’s 2022 list of fastest-growing financial advisory firms ranking #36. “This is proof that our investments in people, process and technology are benefiting our clients,” said Founder and CEO Robert Steinberg, JD, CPA, CFP®.
SmartAsset
August 1, 2022
Top 50 Fastest-Growing Financial Advisor Firms 2022 – Stephanie Horan
Blue Chip Partners was ranked #36 in SmartAsset’s 2022 list of fastest-growing financial advisory firms. SmartAsset compared a total of 728 RIAs’ one- and three-year percentage change in number of client accounts and one- and three-year percentage change in assets under management (AUM).
Financial Advisor Magazine
July 15, 2022
2022 RIA Survey & Ranking: Goodbye To All That - Eric Rasmussen
Blue Chip Partners was listed in Financial Advisor Magazine's 2022 RIA Rankings, coming in at #317 in the list of largest RIA firms in the country.
SmartAsset
June 9, 2022
Top Financial Advisors in Farmington Hills, MI – Javier Simon
Blue Chip Partners came in at #1 overall in SmartAsset's 2022 rankings of Top Financial Advisors in Farmington Hills, MI, citing the services we offer, awards we've won, the credentials of our team, the types of clients we serve, our firm's background, our investment strategy, and our fiduciary duty.
Better Investing
March 16, 2022
Gather in Savings with Tax-Loss Harvesting – Matthew Mondoux
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® dives into tax-loss harvesting strategy. He discusses what is tax-loss harvesting, the potential benefits of the strategy, as well as some important miss steps to avoid in this piece for Better Investing.
Citywire RIA
November 2021
Citywire’s 50 Growers Across America 2021 – Alex Rosenberg
Blue Chip Partners was named one of the top growers and fastest-growing financial advisory firms in Citywire RIA’s 2021 list of 50 Growers Across America.
Better Investing
November 16, 2021
What Are Your Portfolio's Hidden Costs? – Matthew Mondoux
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® drives home the importance of investors becoming educated consumers and understanding the different layers of fees that may be hiding in plain sight in this piece for Better Investing.
Better Investing
November 11, 2021
Rock Your Portfolio With the Rule of 72 – Matthew Mondoux
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® discusses “Rule of 72” in this piece for Better Investing. The Rule of 72 is a handy tool that can be used to approximate the amount of time it will take for something, e.g., money, to double. Practically speaking, this concept is well-suited for understanding investments.
Yahoo! Finance
October 11, 2021
News Release: Erin Goss Joins Blue Chip Partners as Chief Operating Officer
In this news release, Blue Chip Partners announced the hiring of Erin Goss, CFA®, CAIA, CIMA, CFS® as Chief Operating Officer: "We pride ourselves on identifying talented individuals who are ready to take the next step in their career. Erin's unique blend of analytical and communication skills makes her ideally suited to assume the role of COO of Blue Chip Partners," stated CEO Robert Steinberg, JD, CPA, CFP®.
Yahoo! Finance
September 27, 2021
News Release: Timothy Reaume Joins Blue Chip Partners as a Senior Financial Advisor
In this news release, Blue Chip Partners announced the hiring of Timothy Reaume, JD, LLM, CLU, ChFC as a Senior Financial Advisor: "We are delighted to have Tim join our team of highly credentialed advisors," said CEO Robert Steinberg, JD, CPA, CFP®. "Having Tim on our team will enhance our ability to provide a level of comprehensive wealth management few firms can match."
Yahoo! Finance
September 10, 2021
News Release: Blue Chip Partners Surpasses $1 Billion in Assets Under Management
In this news release, Blue Chip Partners announced passing the $1 Billion AUM mark: "The achievement of this milestone is a testament to our staff's dedication to outstanding client service and sound financial advice," stated CEO Robert Steinberg, JD, CPA, CFP®.
DBusiness Magazine
August 2, 2021
The Semiconductor Shortage: Implications for the Global EconomyNo Amount Is Too Modest for an Emergency Fund – Daniel Dusina
Director of Investments Daniel Dusina, CFA® wrote this bylined article for DBusiness Magazine about the widespread chip shortage and the implications this has on the global economy. "Although the current chip shortage has caused an economic disturbance, it is important to remember that high demand is promising, and low capacity is temporary. Looking past fear-mongering reports and low short-term output, we see that the chip shortage indicates long-term economic expansion."
Financial Advisor Magazine
July 2021
Financial Advisor Magazine | RIA Survey and Rankings 2021
Blue Chip Partners was listed in the Top 500 RIA firms in Financial Advisor Magazine's RIA Survey and Rankings from 2021.
Better Investing
July 29, 2021
No Amount Is Too Modest for an Emergency Fund – Matthew Mondoux
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® writes about setting up an emergency fund in this piece for Better Investing. He looks at how to figure out how much you should set aside for your emergency fund and where you should keep your emergency fund to avoid the temptation to withdraw.
Better Investing
July 29, 2021
Target-Date Funds May Not Hit Mark for You – Matthew Mondoux
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® discusses why at a minimum, if using a target-date fund, you need understand how your fund is allocated and determine if that mix is right for you and your financial goals, not just your retirement date in this piece for Better Investing.
Associated Press News
June 4, 2021
News Release: Daniel Dusina Joins Blue Chip Partners as Director of Investments
In this news release, Blue Chip Partners announced the hiring of Daniel Dusina, CFA® as Director of Investments: "Based on his experience with BlackRock's Equity Dividend Fund, Daniel brings the investment perspective of one of the most respected dividend-focused money management firms to Blue Chip Partners," said CEO Robert Steinberg, JD, CPA, CFP®.
Better Investing
December 14, 2020
What Index Investing Really Means – Matthew Mondoux
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® discusses why understanding market indexes is necessary when evaluating a passive investment strategy in this piece for Better Investing. It’s important to recognize risks and acknowledge that many options for investment styles are available.
Better Investing
September 15, 2020
Digital Hoarders, Clean Up Your Finances! – Matthew Mondoux
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® helps clean out your “financial junk drawer” in this piece for Better Investing. He tackles organizing and clearing out financial drains such as apps you no longer have accounts for and how to summarize your digital documents to get a clear picture of your finances every month.
Financial Advisor Magazine
July 2020
Financial Advisor Magazine | RIA Survey and Rankings 2020
Blue Chip Partners was listed in the Top 500 RIA firms in Financial Advisor Magazine's RIA Survey and Rankings from 2020.
WealthManagement.com
November 1, 2019
WealthManagement.com 2019 Thrive Awards - List of Fastest-Growing Advisors
Blue Chip Partners, LLC was named to the 2019 list of fastest-growing advisory firms by WealthManagement.com. The Thrive Awards recognize advisors who are on the way up – those who have proven themselves to be skilled and ambitious by virtue of three solid years of revenue growth.
Financial Advisor Magazine
July 2019
Financial Advisor Magazine | RIA Survey and Rankings 2019
Blue Chip Partners was listed in the Top 500 RIA firms in Financial Advisor Magazine's RIA Survey and Rankings from 2019.
Citywire RIA
April 18, 2018
My Model Portfolio: Blue Chip Partners – Isaiah Green
Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® sat down with Citywire RIA to discuss Blue Chip Partners’ investment proposition and look at an average client portfolio. “We manage portfolios with an emphasis on generating income for investors in the form of interest and dividends.”
Detroit Free Press
March 4, 2017
Bull Market Gets Love as it Turns 8 Years Old – Susan Tompor
Managing Partner Dan Seder, CFP®, CFA®, CMT was featured in this Detroit Free Press article where he offered insights on the 2009 crash and discussed how far we have come.