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BIP Resources

Explore valuable resources on portfolio management, MLB pension plans, and generational wealth planning at BIP Wealth.
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Quarterly Updates
The Q2 Market Report: Diversification, Tech Volatility, and Tariff Exposure
Join Chief Investment Officer Eric Cramer as he discusses key takeaways in his 2025 Q2 Market Report.
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Economy  |  News
A Word on Market Volatility In Light of The Tariffs Announced This Week
Get BIP Wealth’s perspective on recent market volatility, trade tariffs, Fed policy, and strategies to protect your investments during uncertain times.
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Blogs  |  Estate Planning
BIP Wealth’s New Year Financial Planning Checklist. What Should You Consider for 2025?
Start 2025 strong with a financial checklist to optimize investments, taxes, and estate planning. Learn more about key steps to protect your wealth in the new year.
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Quarterly Updates
The Q4 Market Report: The Fed Gets Out of the Way
Join Chief Investment Officer Eric Cramer as he discusses key takeaways in his 2024 Q4 Market Report.
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Economy  |  News
September’s jobs report is a big deal!
Hear Chief Investment Officer Eric Cramer’s read on the latest jobs report from September and why we saw this coming.
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Blogs  |  Estate Planning
The Importance of Financially Planning for Unexpected Life Events
Let's break down the importance of understanding unexpected life events and how to best plan for them.
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Quarterly Updates
The Q3 Market Report: Fairly Calm, Until Just Now!
Join Chief Investment Officer Eric Cramer as he discusses key takeaways in his 2024 Q3 Market Report.
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Blogs
Setting Up a 401(k) for Your Small Business? Here is What You Need to Know
We'll break down everything from helpful tips when getting started to which states require small business owners to offer a 401(k).
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Our Podcast

Ahead in the Count

Learn how to navigate the financial side of professional sports from former pros  and current financial advisors Kyle Schmidt, John Hester, Chase Murray and Jeremy Hermida.
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