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.

Schwab Network

February 15, 2024

CSCO Falls, EQIX Rises After Earnings & AMAT Preview  – Oliver Renick

Chief Investment Officer Daniel Dusina, CFA® was interviewed on Schwab Network's 'Morning Trade Live' show, discussing various stock earnings - including Cisco Systems (CSCO), Equinix (EQIX), and Applied Materials (AMAT) - and sharing other takeaways from earnings season thus far.

Crain's Detroit Business

February 5, 2024

People On The Move – Daniel Dusina of Blue Chip Partners

Daniel Dusina, CFA was featured in the February list of ‘People on the Move’ by Crain’s Detroit Business after being promoted to Chief Investment Officer, which acknowledges individuals in the Detroit metro that are moving up in their careers. The promotion was meant to recognize Dusina's significant contributions and elevate him within the firm’s growing investment department.

Best Stocks

February 1, 2024

Navigating Career Growth in Wealth Management – Bojana Ristic

Blue Chip Partners was featured in this Best Stocks article highlighting the recent promotions within the firm, including Daniel Dusina, CFA to Chief Investment Officer and Vince Parrack to Investment Analyst, as well as how others can navigate a career in wealth management.

MSU Wealth Management Association Podcast

January 29, 2024

Analyst To Advisor with Blue Chip Partners' Matt Mondoux – Jeffrey Nugent

Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® was featured on the Michigan State University Wealth Management Association podcast, where he shares his journey into the finance world, explores the dynamic landscape of financial advising, and gives some insight into the career for students looking to break in.

GOBankingRates

January 23, 2024

What Will Happen to Your Investments If Inflation Rate Goes Up in 2024? – Nicole Spector

Over the last couple of years, the U.S. has been on an inflation rollercoaster. In this GOBankingRates article discussing what will happen to investments if inflation goes up in 2024, Chief Investment Officer Daniel Dusina, CFA looks at well-established companies in the stock market: “In an inflationary environment, I generally expect companies that are profitable and have a high degree of pricing power to outperform the broader domestic equity market. Investors would look to these stocks given better insulation from inflationary pressure.”

RIA Channel

January 22, 2024

Blue Chip Partners’ Matthew Mondoux On Using Software To Facilitate Client Conversations – Keith Black

Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® sat down with RIA Channel at the 2023 Schwab IMPACT conference to discuss how fintech can deepen advisor insights and facilitate client conversations, as well as how Blue Chip is training and developing next-gen talent.

Action! Magazine

January 22, 2024

Robert Steinberg on Growing a Financial Advisory Firm – Suleman Din

In this video interview with Action! Magazine, CEO Robert Steinberg, JD, CPA, CFP® shares stories about Blue Chip Partners' path to successful growth: “If you're going to stay independent, you need to add a COO, you need to have a director of investments, and you need to build out your portfolio management team. So we've made a number of hires along those lines with the idea that we're going to continue to grow.”

Citybiz

January 19, 2024

Blue Chip Partners Promotes Daniel Dusina to Chief Investment Officer

In this news release published in Citybiz, Blue Chip announced that Daniel Dusina, CFA, former Director of Investments, was promoted to Chief Investment Officer, and Vince Parrack was elevated to Investment Analyst in the firm's growing investment department. A new eBook for corporate executives from Managing Partner Dan Seder, CFA, CMT, CFP® was also announced, titled “Making the Most of Your Company Stock Holdings”.

Kiplinger

January 7, 2024

What Are the Magnificent 7 Stocks? – Tom Taulli

Chief Investment Officer Daniel Dusina, CFA® was quoted in this recent article from Kiplinger that takes a deep dive into the Magnificent 7 stocks: "These companies display earnings growth that is among the highest within the large-cap domestic subset, and most have businesses that are exposed to secular trends."

DBusiness Magazine

December 27, 2023

DBusiness Daily Update: Forbes Honors Blue Chip Partners in Farmington Hills  Tim Keenan

Blue Chip Partners was featured in this DBusiness Magazine roundup article featuring various news and updates from Detroit and Michigan businesses, highlighting Blue Chip’s ranking as a top RIA firm by Forbes and SHOOK Research, as well as CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA, CMT, CFP® ranking on Forbes’ Best-in-State Wealth Advisors list.

WealthManagement.com

December 19, 2023

RIA Edge Podcast: A Blueprint for Navigating Growth and Building Client Wealth With Dan Seder – David Armstrong

While at the Schwab IMPACT conference earlier this fall, Managing Partner Dan Seder, CFA, CMT, CFP® sat down with David Armstrong, host of the WealthManagement.com RIA Edge podcast. The two discussed Blue Chip’s unique approach to managing human capital, strong team culture, distinct investment strategy for clients, bringing a structured sales process into the firm, rapid and continuing trajectory, building a growth engine inside the firm, and more.

Best Stocks

December 14, 2023

Uncovering the Excellence: Inside Michigan’s Top Wealth Management Firms – Bojana Ristic

Blue Chip Partners was featured in this article from Best Stocks looking at some of the top wealth management firms in Michigan and what makes them so successful, including a commitment to client-centric services, innovation in financial education, and community involvement. The article features Blue Chip's recent recognition, new educational content series, recent community service, distinctive investment philosophy, and more.

Financial Advisor IQ

December 14, 2023

‘Asking for the World:’ Unified Client View Remains Wealthtech’s Holy Grail – Sam Del Rowe

Technology and fintech solutions allow Blue Chip Partners to be more efficient and free up more time for advisors to focus on serving clients better. COO Erin Goss, CFA, CAIA, CIMA®, CFS® was quoted in this Financial Advisor IQ article discussing Blue Chip's tech stack and what she's looking for in technology solutions.

Citybiz

December 11, 2023

News Release: Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes 

In this news release published in Citybiz, Blue Chip details the firm’s latest news, including being named one of the Top RIA firms in Michigan by Forbes, launching a new market analysis podcast and Investment Review video series, participating in community and charitable initiatives, and announcing new team member Amy McLeod as Executive Assistant.

Wealth Solutions Report

December 11, 2023

Why Advisors Shouldn’t Sit On The Sidelines Heading Into 2024 – Daniel Dusina

Director of Investments Daniel Dusina, CFA® wrote this bylined article for Wealth Solutions Report, sharing why investors and advisors need to get off the sidelines as we head into 2024: “As we look toward 2024, we are surprised by the level of complacency that is apparent across the investment community. Whether driven by complacency or uncertainty, we believe that is doing clients a disservice, and history is on our side."

InvestmentNews

November 29, 2023

Forget Funds and ETFs, Bespoke Portfolios Work Best, Says Blue Chip Partners Strategist – Gregg Greenberg

Director of Investments Daniel Dusina, CFA® was interviewed by InvestmentNews' Gregg Greenberg at the Nasdaq MarketSite at Times Square, discussing why investors should opt for individual stock selection and bespoke investment portfolios as opposed to creating a portfolio of mutual funds and ETFs.

Authority Magazine

November 9, 2023

 Tim Reaume Of Blue Chip Partners On 5 Things You Need To Know To Successfully Scale Your Business 

Senior Financial Advisor Tim Reaume, JD, LLM, CLU, ChFC, who merged his firm with Blue Chip in 2021, was recently profiled by Authority Magazine where he shares five things you need to know to successfully scale your business: “The values that started your journey successfully will oftentimes play a critical role in maintaining and amplifying your upward momentum.”

Citywire RIA

October 27, 2023

Daniel Dusina Interviewed by Citywire RIA at the 2023 Schwab IMPACT Conference  Arielle Shternfeld

Director of Investments Daniel Dusina, CFA® was interviewed by Citywire RIA while attending the 2023 Schwab IMPACT Conference in Philadelphia, where he discusses some under appreciated industry trends, opportunities he's seeking in the current investment landscape, and the importance of educating clients on alternative assets.

Family Wealth Report

October 26, 2023

Highlights from the 2023 Schwab IMPACT Conference – Charles Paikert

In this Family Wealth Report article covering the 2023 Schwab IMPACT conference, CEO Robert Steinberg, JD, CPA, CFP® shares some of his top priorities he was focusing on while at the conference: “We’re focusing on services for clients. I want to bring tax prep in house, work with a law firm on trusts and estates, and revisit our tech stack.”

Money Life Podcast 

October 25, 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 Blue Chip Partners’ quality-oriented investment philosophy, as well as the market outlook for brand-name stocks including NVIDIA Corp, ASML Holding NV, and Analog Devices (33:22-49:20 in the podcast).

SwiftCam Conference Videos

October 24, 2023

SwiftCam Interview with Jonathan Johnson and D. Scott Foret at the 2023 Schwab IMPACT Conference – Marie Swift

Senior Financial Advisors Jonathan Johnson, CPA, CFP®, CMT and D. Scott Foret, CFP®, IACCP®, CEBS spoke with Marie Swift in this SwiftCam video interview at the 2023 Schwab IMPACT conference, sharing how the takeaways from the various sessions and mind-melding with peers at the conference help them as client-facing advisors.

U.S. News & World Report

October 24, 2023

What Will My Lifestyle Be if I Retire at 65 With $1 Million? – Geoff Williams

In this U.S. News and World Report article looking at what kind of lifestyle you could have retiring with $1 million dollars, Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® points out that where you live can have a big effect on that lifestyle: “One million will not go nearly as far in a higher cost of living city such as New York City when compared to a lower cost of living city like Wichita.”

Forbes

October 10, 2023

Forbes 2023 List of America's Top RIA Firms – Sergei Klebnikov

Blue Chip Partners was ranked by Forbes and Shook Research in the 2023 list of America’s Top RIA Firms, coming in at #215 nationally and #10 overall in Michigan: “All of the RIAs on Forbes’ list have strong pedigrees when it comes to providing a steady hand for clients and preserving their wealth over the long term.”

The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data provided by the RIA firms. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

CBS News

September 26, 2023

How To Save $1,000 in a Month: What the Experts Say – Jake Safane

Senior Financial Advisor Naoko McKelvey, CFP®, AEP® was quoted in this CBS News article looking at different ways you could save an extra $1,000 a month. One of her suggestions is to take a closer look at your smaller purchases, “like movie rentals, manicures, massages, cigarettes, lotto tickets, or happy hour drinks. If you watch what you spend on the little things with a quick swipe of your debit or credit card, you'd be surprised how quickly you can get to $1,000.”

GOBankingRates

September 25, 2023

I’m an Accredited Investor: Here Are 6 Stocks I’m Buying This Fall – Jennifer Taylor

With the arrival of fall, many investors are planning to buy a few new stocks and are looking for equities offering healthy dividends that they can hold onto for awhile. This recent article from GOBankingRates shares Director of Investments Daniel Dusina's views on a few stocks that accredited investors may want to consider, including Cisco Systems, Inc. (CSCO) and AbbVie Inc. (ABBV) (comments originally provided in July 2023).

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

Returning Student Loan Payments Will Put a Strain on Savings Goals - Here’s What Experts Recommend  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

News Release: Blue Chip Partners Named One of the Best Places to Work in Southeast Michigan for 2023 by Crain's Detroit Business

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

News Release: Executives at Blue Chip Partners Named to Forbes' 2023 List of Best-In-State Wealth Advisors

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."

Better Investing

March 31, 2023

Ways to Minimize Taxes After a Home Sale  Matthew Mondoux

As the real estate market booms, higher prices could increase your capital gains. In this piece for Better Investing, Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® explores the caveats of capital gains taxes and how to minimize their effect.

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.

Better Investing

January 16, 2023

Company Stock Grants and Your Taxes  Matthew Mondoux

Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® distills equity compensation and the nuances of Restricted Stock Units (RSUs) in this article for Better Investing.

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 Economy  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."

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

March 11, 2021

Stacking Up Money? Who's the Beneficiary?  Matthew Mondoux

Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® authored this piece for Better Investing exploring the myriad of paths that estate planning can take, as well as the many issues to consider when selecting beneficiaries.

Better Investing

December 17, 2020

Your 401(k): It's Really a No-Brainer  Matthew Mondoux

Defined-contribution plans — i.e., 401(k)s — are the primary source of retirement savings for most and can initially seem complicated. In this article for Better Investing, Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® simplifies the process and highlights the five key decisions.

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

October 15, 2020

New Baby? Start Budgeting for College  Matthew Mondoux

In this article for Better Investing, Senior Financial Advisor Matthew Mondoux, CFA®, CMT, CFP® offers varied approaches to managing household finances after starting a family and highlights the benefits of beginning the college savings process as soon as possible.

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.

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.

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.