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STA Weekly Report – An Introduction to Quantitative Tightening
INSIDE THIS EDITION: An Introduction to Quantitative Tightening Weekly Technical Comment What is Asset Allocation and How Do I Integrate it into My Financial Plan? 401k Plan Manager   An Introduction to Quantitative Tightening Over the last 10 years, central banks around the world have put more than $12 trillion of extra cash into the Read More
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STA Weekly Report – What You Should Know About Tariffs and Potential Trade War
INSIDE THIS EDITION: What You Should Know About Tariffs and Potential Trade War Weekly Technical Comment IRS Finally Says Back Door Roths Are OK 401k Plan Manager       IRS Finally Says Back-Door Roths Are OK STA Wealth participates in the Ed Slott Elite IRA Advisor Program.  As part of that access, we get Read More
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STA Weekly Report – The Math of Investment Returns
INSIDE THIS EDITION: The Math of Investment Returns Weekly Technical Comment Six Things to Consider Before Retiring From Your Business 401k Plan Manager Most investors know the math associated with getting back to “breakeven” after sustaining a loss. The example that is typically given is that it requires a 100% return to recover from a Read More
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STA Weekly Report – Recession Forecasting: Plan Ahead for Stormy Weather
INSIDE THIS EDITION: Recession Forecasting: Plan Ahead for Stormy Weather Weekly Technical Comment Will The Next Bear Market Destroy your Portfolio and Retirement Plan? 401k Plan Manager Bull markets don’t die of old age. Many investors, unfortunately, have tried to time the market solely based on the duration of the business cycle. For these investors, Read More
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STA Weekly Report – Is Your Advisor Paying Close Attention to Your Investment Constraints?
INSIDE THIS EDITION: Is Your Advisor Paying Close Attention to Your Investment Constraints? Weekly Technical Comment Houston CPA Society Forum June 2018 401k Plan Manager Have you asked your advisor what criteria they use for selecting the assets that ultimately go in your portfolio? This is an important question and one that a good advisor Read More
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STA Weekly Report – Alternative Sources of Income: It Is Time to Think Outside the Box
INSIDE THIS EDITION: Side Hustle Millionaire Interview with Tony Whatley Alternative Sources of Income: It Is Time to Think Outside the Box Weekly Technical Comment 5 Key Retirement Decisions 401k Plan Manager Mike Smith interviewed Tony Whatley about being an Entrepreneur and his new book. Tony is the Author of the newly released book “Sidehustle Read More
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STA Weekly Report – The Anatomy Of A Share Buyback
This week’s market report will be in an abbreviated format as I am currently out of town. However, I will have a full newsletter for you next week. INSIDE THIS EDITION: The Anatomy of a Share Buyback Tax Planning for 2018 and Beyond – Especially the Impact on Retirees and Small Business Owners 401k Plan Read More
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STA Weekly Report – Geopolitics, Debt and Markets
INSIDE THIS EDITION: Geopolitics, Debt and Markets Do You Have A Risk-Balanced Portfolio for Retirement? Weekly Technical Comment Memorial Day Weekend: Interview with Valor Services 401k Plan Manager The market did little last week. The Dow only advanced 0.2 percent while smaller stocks barely moved. Geopolitical issues had an impact as North Korea seems to Read More
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STA Weekly Report – Earnings Season Over, Stocks Quietly Subside
INSIDE THIS EDITION: Earnings Season Over, Stocks Quietly Subside Weekly Technical Comment Tax Reform Is Here: Here’s What It Mean’s For You 401k Plan Manager If you didn’t watch closely, you might have missed the stock market’s downdraft last week. It was that quiet. Shares pulled back about 0.5% in slow, summer-level trading levels. Admittedly, there Read More
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STA Weekly Report – Why Has Market Volatility Returned and Why Is It Likely to Stay?
INSIDE THIS EDITION: Why Has Market Volatility Returned and Why Is It Likely to Stay? Weekly Technical Comment Ed Slott Forward for Retirement Survival Guide 401k Plan Manager The stock market was unusually calm from November 2016 through January 2018. In fact, calendar year 2017 was the first year in US history in which the Read More
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