STM Asset Management

STM Asset Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from STM Asset Management, Financial service, 823 Summer Lake Street, Fairhope, AL.

STM Management is a registered investment adviser that specializes in active money management with the core focus of helping individuals reach retirement and those in retirement.

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines ar...
09/02/2026

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines arrive.

By working closely with clients throughout the year, we help monitor progress, adjust strategies when needed, and stay proactive so there are fewer last-minute decisions to make when year-end approaches.

Instead of scrambling to review investments, retirement contributions, tax strategies, or income planning all at once, our clients benefit from ongoing conversations and thoughtful planning year-round.

If you are looking for a more proactive approach to financial planning, contact us today to learn how we can help.

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of...
09/02/2026

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of space, these are the kinds of milestones that remind us of what becomes possible when human ingenuity, courage, and determination come together.

Here are three we are celebrating this month:

🫀 September 2, 1952 - At the University of Minnesota, the University of Minnesota surgical team (Drs. F. John Lewis, C. Walton Lillehei, Mansur Taufic, and Richard Varco) performed the first successful open-heart surgery using a technique called hypothermia, often called “code chill” or “code cool,” to temporarily stop the heart's blood flow.

🚀 September 5, 1977 - NASA launched the Voyager 1 spacecraft, which has since become the most distant human-made object ever to travel through space. Onboard is the Golden Record, a carefully assembled message from Earth intended for any extraterrestrial life that may find it.

🏗️ September 30, 1935 - In the middle of the Great Depression, construction on the Hoover Dam commenced, a monumental feat of engineering that was finished two years ahead of schedule.
These moments continue to inspire us to think bigger, reach further, and never underestimate what is possible.

Which of these September milestones resonates with you the most? Drop a comment and let us know!

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matt...
08/27/2026

Many people hear terms like CPI, PPI, and PCE in financial news and may wonder what they actually mean and why they matter in the financial world. Each of these three indicators offers a different perspective on pricing trends and the broader economy. Swipe through to learn more.

If you have questions about how inflation or market conditions may impact your financial strategy, our team is here to help. Contact us anytime to start the conversation.

Late 401(k) deposits are more than just a timing issue. They can quickly turn into a compliance risk for plan sponsors. ...
08/27/2026

Late 401(k) deposits are more than just a timing issue. They can quickly turn into a compliance risk for plan sponsors. If employee contributions are not deposited on time, it may trigger penalties, require corrections, and add an administrative burden. Swipe to learn more.

If you have questions about plan compliance or need assistance reviewing your processes, contact us today. We are here to help you stay on track.

Today’s workforce is looking for more than just compensation. They are looking for support that extends beyond the busin...
08/26/2026

Today’s workforce is looking for more than just compensation. They are looking for support that extends beyond the business.

Incorporating family-focused benefits into your offerings can strengthen employee satisfaction, improve retention, and position your business as a forward-thinking employer.

Now is the ideal time to review and enhance your benefits strategy for the year ahead. If you are ready to discuss your options, contact us today to learn how we can help.

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings m...
08/25/2026

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings may need to go further than you initially expected. This also means your financial strategy should be built to support an extended retirement. Swipe to learn more.

If you have questions about your retirement strategy or want to ensure your plan is built for the long term, contact us today. We are here to help.

Many small business owners assume offering a 401(k) plan is too costly or complicated, but that perception does not alwa...
08/25/2026

Many small business owners assume offering a 401(k) plan is too costly or complicated, but that perception does not always reflect today’s reality.

The good news is that 401(k) plans are often more flexible and accessible than expected, especially with available tax advantages and modern solutions that simplify administration.

Eligible businesses may benefit from tax credits and deductions that help offset startup and administrative costs, and plan designs can be tailored to fit your budget, with optional employer contributions.

If you have been holding off due to concerns about cost or complexity, it may be time to take another look. Contact us to learn how offering a 401(k) plan can be a practical and valuable addition to your business.

A well-designed 401(k) match can strengthen your benefits package while helping position your company as a competitive, ...
08/20/2026

A well-designed 401(k) match can strengthen your benefits package while helping position your company as a competitive, forward-thinking employer. If you are evaluating how to structure your match, there are a few key considerations to keep in mind. Swipe through to learn more.

If you are exploring your company’s 401(k) options or looking to refine your current plan, our team is here to help. Contact us to start the conversation.

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus f...
08/20/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by stron...
08/19/2026

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by strong friendships. This month, we are sharing a story about five friends whose bond has proven that no matter how much life changes, some connections only grow stronger with time.

Since 1982, John Wardlaw, Mark Rumer-Cleary, Dallas Burney, John Molony, and JD Dickson have been returning to the same cabin on Copco Lake in California to recreate the same photo. The same five friends, the same spot, every five years.

What started as a spontaneous snapshot taken when they were 19 has become a four-decade tradition that neither distance nor time has been able to interrupt. This story serves as a beautiful reminder that strong friendships are built around showing up for one another, year after year, no matter what life brings.

Read the full story here:
https://www.goodnewsnetwork.org/5-friends-take-same-photo-for-over-4-decades/

Address

823 Summer Lake Street
Fairhope, AL
36532

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+12512595477

Website

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