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STA Weekly Report – Innovative Technology as an Investment Theme
INSIDE THIS EDITION:Innovative Technology As An Investment ThemeWeekly Snapshot of Global Asset Class PerformanceUpcoming Event: 2020 M&A InsightFinancial Planning Goals for 2020401k Plan Manager As we start a new decade, investors may want to begin thinking about big investment themes that could be profitable over the next 10 years. In the last decade, some of […]
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STA Weekly Report – Beware
INSIDE THIS EDITION:BewareWeekly Snapshot of Global Asset Class PerformanceFinancial Planning Goals for 2020401k Plan Manager Did you know that manufacturing in the US accounts is approximately $2 trillion dollars per year? At this level, if it were an economy, it would be among the top 10 economies in terms of nominal GDP. Financial Planning Goals […]
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STA Weekly Report – As Markets Rise, Don’t Forget About Risk
INSIDE THIS EDITION:As Markets Rise, Don’t Forget About RiskWeekly Snapshot of Global Asset Class PerformanceFinancial Planning Goals for 2020401k Plan Manager Equity markets around the world continue to trend higher. The S&P 500 to start the year has added another 1.59% total return to a very impressive 2019 total return of 31.48%. Financial Planning Goals […]
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STA Weekly Report – Top Three Market Surprises in 2019
INSIDE THIS EDITION:Top Three Market Surprises in 2019 Weekly Snapshot of Global Asset Class PerformanceSecure Act of 2019401k Plan Manager As we enter a new calendar year, it offers us an opportunity to look back at 2019 and understand not only what worked and what didn’t work, but also why investments performed as they did. […]
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CBO Report Looks at Effect of Raising the Federal Minimum Wage
The federal minimum wage (FMW), currently $7.25 per hour, hasn’t increased since 2009—the longest stretch with no federal increases since 1938, when the minimum wage was created. Several presidential candidates as well as proposed House Bill H.R. 582, Raise the Wage Act, would raise the FMW. What effect would a wage increase have on wage […]
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An Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy
Written by: Scott A. Bishop, MBA, CPA/PFS, CFP® As the baby boom generation of business owners approaches retirement, more and more are interested in selling or otherwise cashing out of their businesses. In the 1990s this could have been accomplished through roll-ups, initial public offerings or sales to industry consolidators. However, in the post-9/11, post […]
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Protected: STA Wealth – Semi-Annual Private Client Report July 2019
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Tax Cuts and Jobs Act: Impact on Businesses
Written by Scott A. Bishop The Tax Cuts and Jobs Act, a $1.5 trillion tax cut package, was signed into law on December 22, 2017.  We recently wrote this linked article summarizing the overall tax breaks and how they may impact you.  However, the centerpiece of the legislation is a permanent reduction of the corporate income tax […]
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Trump Tax Reform
  On Wednesday April 26, 2017, President Trump outlined his goals and priorities for major tax reform that could have a significant effect on all businesses and individuals.  This one-page summary highlights the key features of the proposed tax reform which the administration is labeling, “The Biggest Individual and Business Tax Cut in American History.” If you […]
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2016 Where are we Now, and Where have we been

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