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STA Weekly Market Report – “Animal Spirits” Are Not Always an Accurate Gauge
Print PDFINSIDE THIS EDITION: “Animal Spirits” Are Not Always an Accurate Gauge Chart Of The Week “Low Volatility Levels” 401k Plan Manager Weekly Technical Comment Weekly Snapshot of Global Asset Class Performance Houston Pension Reform at Crossroads: How will this Reform Effect Municipal Pensions Like HPOPS for Officers of the HPD? “Animal Spirits” Are Not Always […]
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STA Weekly Market Report – Warning Signs for Stocks
Print PDFINSIDE THIS EDITION: Warning Signs for Stocks Chart Of The Week “Beyond the Relationship Between Bond Prices and Interest Rates” 401k Plan Manager Weekly Technical Comment Weekly Snapshot of Global Asset Class Performance Houston Pension Reform at Crossroads: How will this Reform Effect Municipal Pensions Like HPOPS for Officers of the HPD? Warning Signs For […]
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Houston Pension Reform at Crossroads: How will this Reform Effect Municipal Pensions Like HPOPS for Officers of the HPD?
Print PDF   Recently the Houston CPA Society presented a panel of three local expects to discuss the City’s proposal to be filed with the Texas Legislature to reign in Houston’s rapidly growing pension obligations.  Given the need to understand the impact on the Houston Police Department (HPD) Officer’s’, Houston Fire Department (HFD) Firefighters’ and […]
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STA Weekly Market Report – Record Highs and Future Returns
Print PDFWeek of March 6, 2017 INSIDE THIS EDITION: Record Highs And Future Returns Chart Of The Week “2017 Investment Themes And A Case For Active Management” 401k Plan Manager Weekly Technical Comment Weekly Snapshot of Global Asset Class Performance Record Highs And Future Returns It was another positive week for larger stocks. The large-cap S&P […]
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Using a Charity as Beneficiary of Traditional IRA or Retirement Plan
Print PDFWhat is it? Many people name charities as beneficiaries under their Wills.  However, there may be a better choice… Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever make. The beneficiary (or beneficiaries) you name will receive the funds remaining in […]
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STA Weekly Market Report – Record Highs, But All Is Not Rosy
Print PDFWeek of February 27, 2017 INSIDE THIS EDITION: Record Highs But All Is Not Rosy Chart Of The Week “Probabilites of an Interest Rate Hike” 401k Plan Manager Weekly Technical Comment Weekly Snapshot of Global Asset Class Performance Record Highs, But All Is Not Rosy Well, the narrative is all about this wild winning […]
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Houston, TX 77024

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