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STA In The News

AM 740 KTRH News Radio
Don’t let the Wall Street roller coaster catch you by surprise

Stay the course; don’t panic — that’s the general advice about your 401-K. But But be prepared for anything in the dog days of summer. Michael Smith at Houston’s STA Wealth Management says wild stock swings, like we saw last week, won’t catch a disciplined investor off guard.

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Deciding the right time to downsize your home

Have too much home? It may be time to downsize. But when do you know it’s a good time to make the move? While the decision is never easy, there are times where it may save you stress and money to relocate to a smaller home.

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12 Reasons Why RIA Firms Switch from Salesforce to Wealthbox CRM

“The collaborative features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox.” —Rachel Daniels, STA Wealth

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Savings or loan: which should you turn to when hit with an unexpected expense

If you run into a big expense and are eyeing tapping your savings, make sure you know how the move would affect your finances. While there are benefits to paying cash for a big-ticket item or unexpected expense instead of financing it and paying interest on the borrowed money, doing so may cost you more than you intend.

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NewsRadio 740 KTRH
Poll: For Investors, Real Estate Rules

The stock market is surging to record highs, but Americans prefer real estate as their top choice for long-term investment. That’s according to a new survey, which asked respondents their preferred investment option for money they won’t need for more than 10 ye

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Investment News
How do advisers estimate a client’s longevity?

Estimating how long a client will live is an inherently challenging, yet critical task for financial advisers. Lifespan is at the heart of every financial plan, and a misstep could mean the difference between clients’ financial security and running well short of money in retirement.

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