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Get to Know Rebekah Rodgers
28th September 2025
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with Rebekah Rodgers, our Investment Operations and Trading Associate.
Wall Street to Main Street: A Vision for Smarter Investing
25th September 2025
Erkko Etula, CEO and co-founder of Brooklyn Investment Group, joins the Legacy Lounge to share his journey from Goldman Sachs to building a firm dedicated to empowering advisors. He reveals how innovation, index investing, and technology are reshaping wealth management and giving advisors back their most valuable asset, time.
Charitable Planning in the Aftermath of the OBBBA
23rd September 2025
When Congress passed the One Big Beautiful Bill Act (OBBBA), headlines largely focused on the higher estate tax exemption, changes to income tax brackets, and updates to business deductions. But tucked within the bill are implications that may reshape how high-net-worth families approach charitable planning.
Life Insurance Isn’t Just One Thing. Here’s How to Find the Right Fit for You.
21st July 2025
Understanding the types of life insurance available, and which one fits your needs, isn’t just a box to check. It’s a powerful step in aligning your financial life with the future you want to build.
Why Mid-Year is the Smartest Time to Review Your Life Insurance Policy
21st July 2025
Life insurance is a cornerstone of any smart, holistic financial plan. But like any good plan, it deserves regular attention and adjustment. A mid-year review can ensure your coverage keeps pace with your goals and help you avoid surprises down the line.
Mentorship That Lasts: From Boss to Business Partner to Trusted Advisor
9th June 2025
In this episode of The Legacy Lounge, Deborah Stavis sits down with her longtime mentor, and former boss, Ed Berube to explore what real mentorship looks like.
Unlocking the Power of Private Markets, Thematic Investing, and Long-Term Thinking
12th May 2025
In this episode of the Stavis Wealth Legacy Lounge, Deborah Stavis sits down with Christopher Zook, Founder, Chairman, and CIO of CAZ Investments.
Women and the Great Wealth Transfer: A Defining Financial Moment
5th May 2025
In the quiet aftermath of the COVID-19 pandemic, an economic transformation has been gaining momentum with little fanfare: the largest intergenerational transfer of wealth in human history. At its center stand millions of women, poised to become the primary stewards of family fortunes built over generations.