Stevens Wealth Management hosted a presentation on DFA funds in June at the Botanic Garden.
Sue Stevens quoted in “Why You Don’t Need Warren Buffett To Get Your Finances in Order,” by Gail MarksJarvis, Chicago Tribune, February 17, 2017.
Sue Stevens attended the inaugural AICPA Leaders Among Leaders Summit in California where she participated on a panel discussion of The Future of the Financial Planning Profession. Sue is also editor and contributing writer for a new publication that highlights the content of the summit.
Sue Stevens attended a national thought leadership seminar in November in Austin, Texas and spent a day with Dimensional Fund Advisors (DFA) leaders.
Cheryl Povalla attended the 2016 Conference for Advanced Planning presented by the Financial Planning Association of Illinois.
Sue Stevens is now a Chartered Advisor in Philanthropy (CAP®), after completing coursework through the American College of Financial Services. CAP® certification is for advisors who wish to provide a higher level of service to clients and to help advance philanthropy in their local communities.
Sue attended Bob Veres’ Insider’s Forum in San Diego in September 2016. Leaders from financial planning trade associations, the CFP board, technology experts, RIA business leaders and major universities teaching financial planning met to discuss the future of the financial planning industry.
Sue Stevens has completed the three classes necessary to earn her Certified Advisor in Philanthropy designation, August.
Stevens Wealth Management hosted a presentation on cybersecurity in June at the Botanic Garden.
Sue Stevens attended a national thought leadership seminar in New York in June.
Sue Stevens quoted in a “How to Plan Your Retirement Income to Avoid Taxes,” by Robert Powell, MarketWatch, December 19, 2015
Sue Stevens quoted in a “It’s Good Time to Harvest Losses,” by Robert Powell, MarketWatch, December 17, 2015
Sue Stevens attended Charles Schwab’s Impact conference in November in Boston. Schwab brought together an impressive group of technology providers so advisors could experience the best in the business. A highlight was YoYo Ma playing for the advisors and sharing how music brings us all together.
Sue Stevens participated in the Lake Forest Symphony Board Strategy Retreat to help envision how music can enrich the lives of people living in Lake County.
Sue Stevens attended Bob Veres’ Leadership Forum in Phoenix, AZ in September. The conference was held on a native American Indian reservation in 100 degree heat! Leaders from across the country discussed what’s next for our industry and how we will meet the challenge.
Cheryl Povalla and Sue Stevens attended the 2015 Conference for Advanced Planning presented by the Financial Planning Association of Illinois in September. They particularly enjoyed the presentations for Mind Mapping and Communication Skills coaching.
Sue Stevens quoted in “How to Save Yourself When the Stock Market Turns Cruel,” by Gail MarksJarvis, Chicago Tribune, August, 21, 2015.
Sue Stevens hosted The Athena Group for two days of meetings in early June at Morningstar in Chicago. Speakers from Vanguard, iTegria and Liberty Mutual presented topics on portfolio construction, cybersecurity, annuities and reverse mortgages. Members of The Athena Group are leaders in their firms and specialize in financial planning with an expertise in tax.
Sue Stevens was quoted in “Cut Tax Pain on Client Gains” in the June issue of Financial Planning magazine.
Sue Stevens was interviewed for the Wall Street Journal, “Mixing It Up: A Dividend-Stock Fan Isn’t Shying Away”, May 2015.
Sue Stevens spoke at The Mather, a continuing care retirement community in Evanston, IL, on End of Life Planning, April 2015.
Sue Stevens attended a Thought Leadership Forum for the AICPA as well as the 2015 Advanced Personal Planning Conference.
Sue Stevens attended the University of Chicago 2015 Economic Update featuring Austin Goolesby, former cabinet member for President Obama, Randy Kroszner, former Fed governor, and Carl Tannenbaum, formerly with the Fed.
Sue Stevens attended the Athena Study Group meeting in St. Louis, MO in October where she met with DFA equity managers and discussed current topics with leaders in the AICPA.
Sue Stevens attended the 2014 Bogleheads Conference in Philadelphia, PA in October where she had a chance to renew old friendships from Vanguard and meet with Jack Bogle as he autographed his new book.
Cheryl Povalla attended the 2014 Conference for Advanced Planning presented by the Financial Planning Association of Illinois.
Sue Stevens attended Bob Veres’ Leadership Forum in Dallas, Texas in September 2014. Leaders from all major financial planning organizations and education programs discussed the future of financial planning.
Sue Stevens interview with Christine Benz, “Portfolio Strategies for Today’s Tough Bond Market,” running at Morningstar.com, July 8, 2014
Sue Stevens attended Athena Group, national CPA study group, in New York, June 2014
Sue Stevens second book, Radiant Wealth, has published a second edition. Radiant Wealth has won multiple awards in personal finance.
Sue Stevens articles were featured online at Morningstar.com, CNBC, AdviceIQ, Financial Counsel, and National Real Estate Investor, June 2014
Sue Stevens quoted in “What to Do If You’re Light on Stocks,” by Christine Benz, Morningstar.com, June 12, 2014
Sue Stevens quoted in “Five Steps to Get Out of a Rut,” by Dan Richards, Advisor Perspectives, May 27, 2014
Sue Stevens’ articles are being syndicated through AdviceIQ, March 2014
Sue Stevens quoted in “Practice Management Tips from Women Advisors,” by JunxureCRM, January 28, 2014
Sue Stevens quoted in “Should You Count Social Security as a Bond?,” by Christine Benz, Morningstar.com, January 9, 2014
Sue Stevens quoted in “Many funds could be riskier than you think,” by Gail MarksJarvis, Chicago Tribune, January 3, 2014
Stevens Wealth Management receives the Womens Choice Award® 2013 for Financial Advisors, December 12, 2013
Radiant Wealth was an Award-Winning Finalist in the Business: Personal Finance category of The 2013 USA Best Book Awards, sponsored by USA Book News, November.
Sue’s book, Radiant Wealth, announced as silver medal award winner in finance/budgeting category for Jenkins Group Living Now Book Awards. This award honors books that enhance the quality of our lives.
Radiant Wealth announced as finalist in Beverly Hills Book Awards, April.
Sue Stevens quoted in “The Error-Proof Portfolio: Should You Rebalance Into (Gulp) Bonds?,” by Christine Benz, Morningstar.com, March 4.
Sue Stevens spoke on the topic of Gratitude to the Winnetka Interfaith Council, November 23.
Medical Economics names Sue Stevens as one of the Best Financial Advisers for Doctors, November 10.
Sue Stevens interviewed at the Morningstar conference, Key Tools for a Tough Retirement Environment, by Christine Benz, June 22.
Sue Stevens featured in Chicago Tribune, Dow Closes Above 13,000 Milestone, Gail MarksJarvis, February 29.
Sue Stevens interviewed by Christine Benz of Morningstar.com, October 10.
- Talking Investors Down in Volatile Markets
- Managing Cash in Retiree Portfolios
- Portfolio Strategies for Today’s Tough Bond Market
- Keeping a Lid on Europe Exposure
Sue Stevens quoted in Chicago Tribune, Not Everyone is Afraid of This Market, Gail MarksJarvis, August 12.
Sue Stevens quoted in mint.com article, Why You Need an Investment Policy Statement, April 12.
Put Your Money Where Your Heart Is™ wins fourth award. Announced as gold medal award winner in finance/investment/economics category for Jenkins Group eLit Awards.
Sue Stevens profiled by The Wall Street Journal, October 13
Sue Stevens interviewed on The Money Answers Show with Jordan Goodman, VoiceAmerica Radio Network, September 27
Sue Stevens quoted in The Baltimore Sun, Investing with your heart – A return that makes you feel good, June 27
Sue Stevens spoke on techniques for building a better advisory practice to Women Advisors Forum, June 16
Put Your Money Where Your Heart Is™ announced as gold medal award winner in finance/budgeting category for Jenkins Group Living Now Book Awards. This award honors “books for better living”.
Sue Stevens quoted in The New York Times, Times Topics – Asset Allocation.
Axiom Business Books silver award presented to Sue Stevens in the personal finance category for her book Put Your Money Where Your Heart Is™. This award honors the year’s best business books.
Sue Stevens book, Put Your Money Where Your Heart Is™ in The New York Times, The Associated Press, February 26
ForeWord Reviews Book of the Year Awards selects Put Your Money Where Your Heart Is as silver place winner in the Body, Mind, Spirit category. This award honors the best independently published works in 60 categories.