wealth management

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...

Preview of Q4 Quarterly Market Report

Nate Smith —
Announcements, Economy

[audio m4a="https://bipwealth.com/wp-content/uploads/2019/10/2019-Q4-QMR.m4a"][/audio] Our Chief Investment Officer, Eric Cramer, gives a brief recap of the third quarter of 2019 and an overview of the markets going into the fourth quarter of 2019. Thanks for listening toda...

Six Tips to Stay on Track in the Off-Season

Kyle Schmidt —
Baseball Division, Wealth Management

As the professional baseball season winds down and players contemplate off-season plans, don't overlook these crucial tips to keep your – and your family’s – financial goals on track. Tip 1: Evaluate Your Current Financial Status With any evaluation, whether on or off the...

Five Star Professionals

Nate Smith —
Wealth Management, Announcements

2019 Five Star Wealth Managers Recently, Bill Harris, CFP®, co-founder of BIP Wealth, and Jim Poole, CFP®, a personal wealth adviser in BIP Wealth’s Professional Baseball Division, received the 2019 Five Star Wealth Manager Award which recognizes outstanding investment profe...