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STA Weekly Report – Celebrate Your Financial Independence

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Weekly Snapshot of Global Asset Class Performance
Celebrate Your Financial Independence
Proper Planning Through Life’s Stages to Avoid Money Worries
401k Plan Manager

Please enjoy this shortened version of this week’s STA Weekly Report. We will return to our usual format next week. Wishing you all a Happy fourth of July!

-Luke Patterson

Weekly Global Asset Class Performance

Proper Planning Through Life’s Stages to Avoid Money Worries

Written by: Scott A. Bishop, MBA, CPA/PFS, CFP®

Make this July 4th your “Financial” Independence Day. Here are some tips to get your finances on track given your stage in life!

Recently when I was talking to journalist Cameron Huddleston, we discussed retirement questions that everyone needs to be able to answer.  That resulted in her article “21 Questions to Ask Yourself Before Trying to Retire” and a second one called “8 Ways to Stop Worrying About Money”.  This reminded me of our recent webinar entitled “5 Key Retirement Decisions” and the Retirement Resources Guide on our website.  It also reminded me to finish this article that I started to write several months ago.

For this article, the goal is to help people at different stages of their life make better financial decisions and to try to take away some of the “Money Worries” that we all have.  These stages are “foundational” and goal oriented where each level would build on each other.  This guide will address each of these foundations.  Don’t worry if you missed the age, just start with the beginning and work towards the end to get back on track.  Through this process, my goal is to help you get your financial house in order and to help you have less stress and be in a place to start targeting and achieving financial goals.

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Important Disclosure:
Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by STA Wealth Management, LLC (“STA”), or any non-investment related content, made reference to directly or indirectly in this article / newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article / newsletter serves as the receipt of, or as a substitute for, personalized investment advice from STA.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  STA is neither a law firm nor a certified public accounting firm and no portion of the article / newsletter content should be construed as legal or accounting advice.  A copy of the STA’s current written disclosure Brochure discussing our advisory services and fees is available upon request. Please Note: If you are a STA client, please remember to contact STA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. STA shall continue to rely on the accuracy of information that you have provided.


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