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.

InvestmentNews

February 2, 2023

Bucking the Trend: Why Some Advisors Refuse to Outsource Investment Management – Jeff Benjamin

Blue Chip 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.”

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.

US 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® 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

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

Founder and 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® 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 Director 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.

Better Investing

November 11, 2022

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.

SwiftCam

November 4, 2022

Robert Steinberg and Dan Seder of Blue Chip Partners, LLC - SwiftCam at Schwab IMPACT 2022

Robert Steinberg, CFP®, CPA, JD and 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).

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

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.

Yahoo! Finance

October 11, 2021

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

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

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®.

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.

Yahoo! Finance

June 4, 2021

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.

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

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.”