BIP Resources

Explore valuable resources on portfolio management, MLB pension plans, and generational wealth planning at BIP Wealth.
Overnight Interest Rates Are Likely to Stay the Course Through 2026—and Possibly Beyond
As we shared during our 2026 Annual Market Report presentations, we expected the Federal Reserve to hold steady on interest rates for the foreseeable future. That view was firmly reinforced following the Fed's meeting on Wednesday, March 18th, where futures market pricing left little doubt: the current overnight rate is likely here to stay.
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Overnight Interest Rates Are Likely to Stay the Course Through 2026—and Possibly Beyond
As we shared during our 2026 Annual Market Report presentations, we expected the Federal Reserve to hold steady on interest rates for the foreseeable future. That view was firmly reinforced following the Fed's meeting on Wednesday, March 18th, where futures market pricing left little doubt: the current overnight rate is likely here to stay.
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The 2026 Annual Market Report: The World is Changing
Join Chief Investment Officer Eric Cramer, CFP®, CFA®, as he discusses key takeaways from BIP Wealth’s Q1 2026 Annual Market Report — including a review of last year's themes, a global market recap, a deep dive into debt and currencies, and four key investment themes to watch in 2026.
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Financial Literacy: The Fundamentals for Financial Success
At BIP Wealth, financial literacy is not about predicting markets or chasing the hottest trends. It’s about equipping people with the confidence to make informed decisions, especially during periods of uncertainty. Our latest financial literacy workshop focused on one idea: strong financial outcomes begin with understanding the fundamentals. Led by CJ Young, CFP®, the session […]
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Atlanta-Based RIA BIP Wealth Announces Investment From Constellation Wealth Capital
This strategic partnership adds resourcing to BIP’s organic growth trajectory, while accelerating its acquisition strategy.
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BIP Wealth’s Approach To Private Credit
Private credit isn't collapsing, it’s evolving. We break down what’s really happening in credit markets and why our BDC strategy is built for this moment.
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What to Plan for in 2026
As we head into 2026, what should you do to protect your finances? We break it down in this comprehensive financial planning checklist.
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Charitable Giving Tax Deductions: How They are Changing and Why to Act Now
How can charitable giving lower your tax rate? In this guide, we’ll break down their importance, including changes to expect in 2026.
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tax planning and estate planning advisors
The One Big Beautiful Bill: What It Means for Your Taxes
Interested in how U.S. tax laws have recently changed? Check out our recap of a recent BIP Wealth webinar with Sarah Watchko and Allie Powell.
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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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