Roger Kuperman, Wealth Manager at Steward Partners
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We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.
Partner, Managing Director, Wealth Manager
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business
11/21/2023
Turn IRA assets into charitable contributions
Estate & Giving
New legislation may affect your philanthropic strategy.
Donations are more crucial than ever.
https://go.upcontent.com/75628e25-e320-4e9c-9c16-4836e3439334
11/21/2023
Turn IRA assets into charitable contributions
Estate & Giving
New legislation may affect your philanthropic strategy.
Donations are more crucial than ever.
https://go.upcontent.com/529f4bde-62ab-45d8-afec-d95aab374ee7
11/21/2023
Healthcare need? Try printing it Technology & Innovation 3D printing is transforming the medical industry.
https://go.upcontent.com/a204d1df-e1ef-4dbc-b241-2a063fac52b9
11/14/2023
The new DOL fiduciary rule is 500 pages. The biggest fight will come down to how agents – independent and captive agents – are regulated.
https://go.upcontent.com/1cf09008-f252-4abd-81b8-e860cf155e0f
11/14/2023
The adjustment in basis is a crucial tax consideration – what can it mean for you?
https://go.upcontent.com/08d359e1-8274-4f2c-832c-2532ab1bb5f2
11/14/2023
Discover key insights about strategic giving, courtesy of Nicole Hisler, director of charitable solutions at Raymond James Trust.
https://go.upcontent.com/12e8e880-28ed-4f79-b82d-c31aec981e78
11/14/2023
America’s economy has dodged a recession, but it is not out of the woods yet. Three possible dangers for 2024 stand out
https://go.upcontent.com/973a4b1b-be0d-4ac2-b274-4a5835f42d4d
10/31/2023
If you serve as a finance controller/director/business partner and aspire to ascend the corporate hierarchy, these tips can assist you in making the leap.
https://go.upcontent.com/74fb629c-b113-4f74-8b74-1f660cf862f7
10/31/2023
The proposal that has been much anticipated by the retirement investing and insurance sectors has been known as the “fiduciary rule” or more recently as the “retirement security” rule ... to retirement savings strategies and the right to work ...
https://go.upcontent.com/1c020c8d-5850-40f7-a694-5a6e39d985b2
10/31/2023
President Biden will announce the proposed rule Tuesday afternoon. It will include amendments concerning rollover recommendations, according to administration officials.
https://go.upcontent.com/b6592468-b2fa-42d2-bab7-d2f7ddce94a8
10/31/2023
From privacy and cybersecurity to legal and reputational risks – are you prepared for what's out there?
https://go.upcontent.com/be6b6d19-fe69-4caf-9a0c-94e0a245c1ec
10/31/2023
The stock market's 10% selloff has the look of a full-blown correction. Therefore, Monday's (Oct. 30) upside reversal (and the calmer days ahead) could be taken as proof that the selloff is done. However, the negative issues that ignited the selloff remain.
https://go.upcontent.com/2387bc7e-5a10-452e-9840-a91ab5750da9
10/31/2023
Many Americans fear Social Security benefits won't be there for them when they retire. Here's what the agency's chief actuary says you can expect.
https://go.upcontent.com/7dbe7db8-2cb6-4931-bb72-57b08a68adfb
10/31/2023
But how do you know if this financial strategy is right for you ... bonds and mutual funds designed to manage risk while helping you grow your savings based on your retirement timeline. The portfolio automatically rebalances for risk according to your ...
https://go.upcontent.com/0acf855a-3132-47e5-9ab8-af7923cc6177
10/30/2023
Artificial intelligence may provide easy access to existing information, but it’s impossible to cut human beings out of the equation if we’re going to continue to generate new ideas and advance knowledge into new areas, says Reddit COO Jen Wong, in a Goldman Sachs Talks.
https://go.upcontent.com/57a5fbae-5588-4cb9-8eca-b51c6b754608
10/30/2023
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
https://go.upcontent.com/3af9956e-933d-496d-9fcb-f6628ccdcb87
10/30/2023
"After more than a decade of easy money, we believe there are many known risks, but even greater unknowns that have yet to surface," JPMorgan said.
https://go.upcontent.com/55282c7c-348d-435f-a48c-283ae3a98708
10/30/2023
FPM vendor Planful isn't rushing into launching new generative AI features, but nevertheless its CEO Grant Halloran foresees a huge impact on the role of finance professionals over the next decade.
https://go.upcontent.com/88a4fc3c-0df8-41f9-8412-14061922eef3
10/30/2023
The "leader vs. boss" mindset tends to create a divide that undervalues the pivotal role played by front-line managers.
https://go.upcontent.com/6c618273-bd57-4e0c-8f35-25510d92db0f
10/29/2023
Here's a round up of the buy and sell signals that have flashed in the stock market over the past month, sending mixed messages to investors.
https://go.upcontent.com/d548ce13-611a-4e46-a0c4-dc7541a10e20
10/29/2023
You can build a healthier relationship with money by hacking the subconscious attitudes that drive your decisions.
https://go.upcontent.com/b67e1fa8-c961-40f5-9a0a-95594b3762e4
10/29/2023
Suze Orman has a warning for investors relying too heavily on bonds. The personal finance expert believes the draw of high interest rates and an aversion to risk taking are preventing too many people from taking a “lifetime opportunity” in the stock market.
https://go.upcontent.com/a1e9c613-ef50-4734-aced-3f1e42bd3b54
10/29/2023
Concerns about the deficit have fueled the Treasury-bond market meltdown of the past few weeks. These charts show why Wall Street is worried.
https://go.upcontent.com/1229b5da-56cf-4f62-bab4-43b50e7eaacc
10/29/2023
Treasury yields have surged, bringing the ultra-safe investments in line with the highest dividend yields among S&P 500 firms.
https://go.upcontent.com/65fb3cd1-0ab5-42b6-ace3-545bef837320
10/28/2023
Here are some steps to help you focus on the purpose of your own financial planning rather than comparing or trying to emulate what others are doing.
https://go.upcontent.com/c75d7695-a116-44d6-9f4b-d35e6acde191
10/28/2023
The attitudes of young consumers stand to shift consumer spending, according to Jen Sullivan of Goldman Sachs Asset Management.
https://go.upcontent.com/14334232-3698-461e-914b-6bbf4e8d49a4
10/28/2023
Financial planning for the future can be hard if you're struggling to get through the day. Research shows mental health may affect workers' financial preparedness.
https://go.upcontent.com/6ab10c14-2d3f-4f3c-9b54-ea1bd23cd7ca
10/28/2023
Beyond education savings, these plans can work for you – not just your kids.
https://go.upcontent.com/7b49d48c-847b-4889-b6f1-fdec79e67047
10/28/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
https://go.upcontent.com/a7058d57-014a-4b24-9c6c-b60c81eebdbc
10/28/2023
Beyond education savings, these plans can work for you – not just your kids.
https://go.upcontent.com/6eca69bc-3f55-4147-94ae-4015da5f2383
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