News & Insights

Man reviewing documents in an office with a woman
April 22, 2025

Stadia Financial Offers Individual, Community Support

This article originally appeared in Kona Coast City Lifestyle. Photography by Fletch Photography. Stadia Financial is all about people.  “It’s what we do,” says Brett Kennelly, Founder and Managing Director of Stadia Financial. “Protecting our client’s capital and helping to make…

October 9, 2024

Top 9 Benefits of Rolling Over Retirement Savings to an IRA After Job Change or Retirement 

When you retire or leave your job, a key financial decision is what to do with your employer-sponsored retirement plan—like a 401(k), 403(b), or 457 plan. These plans are excellent for saving during your working years, but they’re not the best long-term option for your retirement funds. Rolling over…

September 21, 2024

Self-Directed IRA Investment Options

What are Alternative Investments? Alternative investments are financial assets that lie outside the realm of traditional investment categories like public stocks, bonds, and mutual funds. Alternative investments — such as real estate, private equity, private debt, LLCs, precious metals, and more — provide greater freedom and diversification for your…

September 19, 2024

What is a Self-Directed IRA?

Unlike traditional IRAs that typically restrict investments to public stocks, bonds and mutual funds, Self-Directed IRAs offer unparalleled flexibility by allowing individuals to diversify their portfolios with a wide range of alternative assets. With a Self-Directed IRA, you can invest in real estate, private equity, private debt, LLCs,…