BIP Resources

Explore valuable resources on portfolio management, MLB pension plans, and generational wealth planning at BIP Wealth.

The Q2 Market Report: Diversification, Tech Volatility, and Tariff Exposure

Join Chief Investment Officer Eric Cramer as he discusses key takeaways in his 2025 Q2 Market Report.

The Q2 Market Report: Diversification, Tech Volatility, and Tariff Exposure

Join Chief Investment Officer Eric Cramer as he discusses key takeaways in his 2025 Q2 Market Report.

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.

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.

News

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.

Baseball Division

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.

Blogs

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.

Wealth Management

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.

Blogs | Wealth Management

Is Your Current Financial Plan Dangerous? Here Are Five Reasons Why It Might Be

If you’ve ever gone through the financial and investment planning process, you might remember that it took some effort. Unfortunately, investment planning may be extremely dangerous to your financial health. Here are the top five reasons why.

Baseball Division | News | Wealth Management

BIP Wealth’s Baseball Division adds another former pro player, Chase Murray, as Business Development Officer

Chase, another Georgia Tech Alum and former Pittsburgh Pirates Outfielder, joins BIP’s growing team of former athletes.

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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