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Explore valuable resources on portfolio management, MLB pension plans, and generational wealth planning at BIP Wealth.
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Most recent
BIP Wealth Named to Wealth Management IQ’s RIA Edge 100 List
The RIA Edge 100 list is reserved for registered investment advisors who have grown fast while meeting their clients’ priorities.
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14-year Professional and MLB Veteran, Jeremy Hermida, joins BIP Wealth’s Baseball Division
Jeremy, 11th Overall Pick in 2002, Joins BIP’s Growing Team of Former Athletes
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2024 Rules Allow 401(K) Investors To Force Up to $76,000 into a Tax-Free Status
So, what is a “Roth 401(k)”? What are the eligibility requirements for Roth 401(k)s? And what is the 2024 401(k) contribution limit? Let’s break it all down.
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401(k) Benchmarking: How It Works 
If you are due to give your company’s type of 401(k) plan a closer look, there are five key aspects of 401(k) benchmarking to focus on.
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BIP Wealth Announces The Acquisition of The Money Advisor Group, A Columbus, Georgia-Based Firm
The Money Advisor Group, LLC (“TMAG”), a Columbus, Georgia-based Registered Investment Advisor (RIA) specializing in investment management and retirement planning, has signed a deal to be acquired by BIP Wealth through its new BIP Alliance initiative.
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How Every Major League Baseball Player Can Qualify for the MLB Pension Plan
In this blog, we break down the benefits of Major League Baseball’s Pension Plan and how players can qualify.
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An Investor’s Guide to Investment Management vs. Asset Management
Are you an investor considering investment vs. asset management? Our guide breaks down the key differentiators.
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The BIP Wealth Guide to Portfolio vs. Wealth Management
So, what differentiates portfolio vs. wealth management? And which option is right for you? In this blog, we’ll break it all down.
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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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