Blue Chip Partners Quarterly Edge: Q1 2022
In Michigan, the onset of wintery weather brings about a change in wardrobe. Instead of avoiding the outside world entirely, individuals bundle up accordingly. At Blue Chip Partners, we apply a similar approach to managing client allocations. As we digest the state of the investment climate today, Our Director of Investments, Daniel Dusina summarizes the three key themes we are watching in the first quarter of 2022 and beyond:
Roth IRAs – Our 7 Most Common Questions
January 6, 2022 - Learn key differences between traditional and Roth IRAs to help you decide which of these powerful tools is better for you in reaching your retirement goals.
What Transitory Inflation Means For Markets
December 16, 2021 - Investors have been worried about recent inflation news, causing considerable market volatility. What is the role of the Federal Reserve and its leadership in managing inflation? With the recent renomination of Jerome Powell and tapering news, how will markets react into the new year?
Physics And Finance - Don’t Confuse The Two
December 9, 2021 - What goes up must come down. Or, does it? Our Director of Investments, Daniel Dusina, addresses the burning question, "When is the market going to take a turn for the worse?" in this market analysis.
Types of Advanced Care Directives
December 2, 2021 - Advanced Care Directives is the general term that refers to the various documents that include a living will and power of attorney. These documents focus on your medical treatment and not your financial assets. Read our latest article on Advanced Care Directives to see if you should schedule a check up with your advisor.
4 Things To Know About Structuring 10b5-1 Plans
November 18, 2021 - The final part of our Ultimate Partnership series outlines four specific steps executives can take when structuring their 10b5-1 plan. By following our process, we are confident corporate insiders can achieve a better outcome when diversifying out of company stock.
Managing Equity Compensation
November 12, 2021 - Do you or someone you know receive compensation in the form of equity? This includes stock options, restricted stock units (RSUs) and performance share units (PSUs). If so, we provide valuable insight on how to leverage the SEC’s Rule 10b5-1 for a disciplined approach to diversifying shares.
Expanding Our Team To Better Serve You
November 9, 2021 - Our mission at Blue Chip Partners is to help you get the most life out of your wealth. In order for us to fulfill our commitment to you, it is imperative that our team is of the highest quality. Finding individuals with strong credentials and the mindset for outstanding service is challenging in any environment. In 2021’s extraordinarily competitive employment market, we interviewed over 50 individuals, and are extremely proud that all five job offers we extended were accepted.
Diversify Leveraging Technical Analysis
November 4, 2021 - At Blue Chip Partners, we leverage technical analysis as part of our decision making framework. Read Part two of our series, the Ultimate Partnership, to understand how this expertise uniquely benefits corporate executives.
Corporate Insiders Need A Technical Analyst
October 26, 2021 - Selling holdings in company stock can be difficult. Let Blue Chip Partners take you through an objective technical analysis to better selling decisions in part one of our four part series on the ultimate partnership.
Blue Chip Partners Quarterly Edge: Q4 2021
As we digest the state of U.S. markets today, get the details on the three key themes to watch in the fourth quarter of 2021.
Quarterly Edge Video Series: Q4 2021
Football is back, the leaves are changing, and pumpkin spice lattes have found their way into your local coffee shop. As we digest the state of U.S. markets today, listen to Daniel Dusina discuss the three key themes to watch in the fourth quarter of 2021.
ERIN GOSS JOINS BLUE CHIP PARTNERS AS CHIEF OPERATING OFFICER
Erin Goss, CFA, CAIA, CIMA®, CFS®, has joined the company as Chief Operating Officer. Goss has been involved in the financial services industry for nearly 20 years and brings a wealth of leadership experience to the company.
Could CBDC Impact Global Currency Reserves?
China has plans to launch the digital yuan by 2022. Will being first on the scene make the yuan the popular global reserve currency overtaking the U.S. dollar?
TIMOTHY REAUME JOINS BLUE CHIP PARTNERS AS A SENIOR FINANCIAL ADVISOR
Blue Chip Partners is excited to announce that Timothy Reaume, JD, LLM, CLU, ChFC, has joined the company as a Senior Financial Advisor.
Market Insights: China Evergrande Group
Blue Chip Advisors provide insight on yesterday’s sharp selloff.
Central Bank Digital Currency: Central Banking For All
As cryptocurrencies mature in the global economy, a new generation of digital currency is quickly emerging. Unlike its slightly older, often unpredictable counterparts, Central Bank Digital Currency (CBDC) can provide stability.
BLUE CHIP PARTNERS SURPASSES $1 BILLION IN ASSETS UNDER MANAGEMENT
Blue Chip Partners announces that the company has surpassed $1 Billion in assets under management (AUM). “The achievement of this milestone is a testament to our staff’s dedication to outstanding client service and sound financial advice,” stated Robert Steinberg, Blue Chip Partners Founder and CEO.
The World Of Digital Currency: Banks, Cryptocurrency and Stablecoin
Let’s explore four different types of digital currencies to better understand the role they are playing in our global economy in this first post of a three-part series.
The Power Of Compound Interest
The Rule of 72 is a handy tool that can be used to approximate the amount of time it will take for your money to double. Understanding compound interest is at the heart of financial basics.