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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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stock market volatility
News
Stock Market Volatility: Panic or Opportunity?
What could cause the markets to erupt like this? We’ve seen stock market volatility lately, but this is after an extended period of unprecedented calm.
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Blogs Guides
Understanding Financial Management: An Investor’s Guide to Today’s Market
From Roth IRAs to portfolio strategies, there are many factors investors need to consider when creating a holistic financial plan.
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News
BIP Wealth Announces the Promotion of Jenni Brown to the Role of Chief Marketing Officer
Jenni Brown has been promoted to the role of Chief Marketing Officer (CMO) at BIP Wealth.
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Quarterly Updates
How Strong Fundamentals Drove Financial Success in Q2 2024
Join Chief Investment Officer Eric Cramer as he discusses the state of the American economy and key takeaways during Q2 of 2024.
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News Wealth Management
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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Baseball Division News Wealth Management
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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2 people evaluating 401k investments
Blogs
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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BIP Wealth advisors analyzing investments
Blogs
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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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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