Posted in "Wealth Management"

Let’s Talk About Fundamentals

Eric Cramer —
Economy, Investing Strategies, Wealth Management

[audio mp3="https://bipwealth.com/wp-content/uploads/2021/01/2021-AMR-Podcast-Recording.mp3"][/audio] The world changed in 2020, and many of us may want to forget as much of it as we can.  Even if we’re emotionally exhausted, we may want to derive some financial benefit fro...

Third Quarter 2020 Market Recap and Projections

Eric Cramer —
Economy, Wealth Management

Regardless of your political affinity or the place you call home, the past few months have been truly remarkable. In this video, BIP Wealth Chief Investment Officer Eric Cramer provides an analysis of major events and market trends that impacted performance in the third quarter o...

Insurance Coverage Considerations for Ballplayers

Kyle Schmidt —
Baseball Division, Life Planning, Wealth Management

The start of a new season is an important time for professional ballplayers to confirm insurance coverage for themselves and their dependents. BIP Wealth Personal Wealth Advisors Jim Poole and Kyle Schmidt -- both former professional pitchers -- share tips on what players should...

Financial Tips for Ballplayers in a Shortened Season

Kyle Schmidt —
Baseball Division, Life Planning

Former World Series pitcher Jim Poole, CFP®️ and former professional pitcher Kyle Schmidt, CFP®️ -- both Personal Wealth Advisors in BIP Wealth's Baseball Division -- share financial tips tailored to the unique needs of professional ballplayers during a season sho...