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STA Weekly Report – Don’t Fall Prey to These Investor Biases
INSIDE THIS EDITION:Don’t Fall Prey to These Investor BiasesAn Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy Weekly Snapshot of Global Asset Class Performance401k Plan Manager Individual investors and institutions both face their own unique set of challenges when managing and investing their money. However, individuals and their families have the disadvantage of […]
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STA Weekly Report – What is the Best Way to Deploy Capital
INSIDE THIS EDITION:What is the Best Way to Deploy CapitalAn Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy Weekly Snapshot of Global Asset Class Performance401k Plan Manager When investors want to put cash to work, they have to decide whether to invest all the cash at once (immediate implementation) or whether to invest […]
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STA Weekly Report – Celebrate Your Financial Independence
INSIDE THIS EDITION:Weekly Snapshot of Global Asset Class PerformanceCelebrate Your Financial IndependenceProper 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 […]
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STA Weekly Report – Is Listed Infrastructure a Business Cycle Opportunity?
INSIDE THIS EDITION:Is Listed Infrastructure a Business Cycle Opportunity?An Employee Stock Ownership Plan (ESOP) is a Tax-Smart Business Strategy Weekly Snapshot of Global Asset Class Performance401k Plan Manager When economic growth slows, listed infrastructure has proved resilient. As the chart below shows, Global Infrastructure has historically outperformed Global equities in both late- and recessionary stages […]
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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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STA Weekly Report – When Reliance on Central Banks Dominates the Market
INSIDE THIS EDITION:When Reliance on Central Banks Dominates the MarketEmployee stock ownership plan is a tax-smart business strategy401k Plan Manager The markets are a strange place today. In 2018, most asset classes finished the year in negative return territory, with money market and short-term bonds being the exception. Negative Foreign Yields Lead Treasury Yields Lower […]
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STA Weekly Report – Risk-On Equities, Rate Cuts and Your Portfolio
INSIDE THIS EDITION:Risk-On Equities, Rate Cuts and Your Portfolio1033 Exchanges: Tax Relief for Involuntary Conversions due to Fire, Theft, Natural Disaster, Eminent Domain, Seizure and Condemnation 401k Plan Manager This week has seen the S&P 500 in full risk-on mode as concerns over US-Mexico trade abated over the weekend. Coupled with expectations that the Fed […]
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STA Weekly Report – Bonds: Do We Expect a Massive Wave of “Fallen Angels”?
INSIDE THIS EDITION:Bonds: Do We Expect a Massive Wave of “Fallen Angels”?1033 Exchanges: Tax Relief for Involuntary Conversions due to Fire, Theft, Natural Disaster, Eminent Domain, Seizure and Condemnation 401k Plan Manager In fixed income, a fallen angel is an investment bond (rated BBB- or higher) that is downgraded to a junk rating (BB+ or […]
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STA Weekly Report – The State of the US Consumer
INSIDE THIS EDITION:The State of the US Consumer1033 Exchanges: Tax Relief for Involuntary Conversions due to Fire, Theft, Natural Disaster, Eminent Domain, Seizure and Condemnation 401k Plan Manager Consumer spending makes up a large part of all U.S. economic activity. In fact, it makes up approximately 70% of economic activity. This helps explain why a […]
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STA Weekly Report – Investment planning: Combining the power of compounding and tax deferral
INSIDE THIS EDITION:Investment planning: Combining the power of compounding and tax deferralStock Selling IntensifiesHouston Layoff Survival Guide401k Plan Manager America’s retirement savings gap is wide. According to the Government Accountability Office (GAO), about 29% of households age 55 and older have neither retirement savings nor a pension. Stock Selling Intensifies – If they don’t hold, […]
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