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STA Weekly Report – Market Update: COVID and Corrections
INSIDE THIS EDITION: Market Update: COVID and CorrectionsWeekly Global Asset Class PerformanceThe Hits Keep Coming to the Energy Sector as Exxon Gets Booted from the Dow: How This May Impact Your Portfolio and Financial PlanCoronavirus / COVID-19 Resource Center For this week’s report, we are going to focus on COVID and corrections. This is especially Read More
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STA Weekly Report – Historical Context for the Upcoming Election
INSIDE THIS EDITION: Historical Context for The Upcoming ElectionWeekly Global Asset Class PerformanceThe Hits Keep Coming to the Energy Sector as Exxon Gets Booted from the Dow: How This May Impact Your Portfolio and Financial PlanCoronavirus / COVID-19 Resource Center Recently we have been hearing questions about the upcoming elections and what impact we might Read More
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The Hits Keep Coming to the Energy Sector as Exxon Gets Booted from the Dow: How This May Impact Your Portfolio and Financial Plan
Executive Summary: Although the stock market has started to rally, many sectors have yet to rebound.  That is very true in the oil and gas industry.  Many of our Texas clients are reliant on the oil and gas sector for both their work and retirement benefits.  With that in mind, we will take a look Read More
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STA Weekly Report – Is It Too Late for Gold?
INSIDE THIS EDITION: Is It Too Late for Gold?Coronavirus / COVID-19 Resource Center The gold rally seems to be the recent mania in financial news. Whether people own gold as a safe-haven for assets, to hedge risk, or simply euphoria. Some investors who were left behind may ask “is it too late for gold? Over Read More
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STA Weekly Report – 5 Investment Themes to Watch as We Move Beyond COVID-19
INSIDE THIS EDITION: 5 Investment Themes to Watch as We Move Beyond COIVD-19Weekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center In the short-term we see GDP declining meaningfully due to the virus but eventually, we do believe things will return to a more normalized state. Over the last several weeks, the team at STA Read More
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STA Weekly Report – 5 Observations from the Market this week and What They Mean for Your Portfolio
INSIDE THIS EDITION: W5 Observations from the Market this week and What They Mean for Your PortfolioWeekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center Financial markets always provide a fair share of interesting data points and occurrences that if viewed through an analytical lens can lead to important insights. This week, rather than providing Read More
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STA Weekly Report – Where are the Real Estate Sector Opportunities Today?
INSIDE THIS EDITION: Where are the Real Estate Sector Opportunities Today?Weekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center The Real Estate sector has been getting a lot of attention as of late due to how sensitive it is to unemployment, interest rates, and the secular changes likely to result from work from home measures. Read More
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STA Weekly Report – Is There More Upside Ahead for Equities?
INSIDE THIS EDITION: Is There More Upside Ahead for Equities?Weekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center One of the most difficult things to do when markets are in decline or when the economy is faltering is to deploy capital. It tends to be scary and uncomfortable even for the seasoned investor. Our favored Read More
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STA Weekly Report – Growth and Value Divergence to Continue?
INSIDE THIS EDITION: Growth and Value Divergence to Continue?Weekly Global Asset Class PerformanceMike Smith Interview with Dr. Vikram MansharamaniCoronavirus / COVID-19 Resource Center The equity market has returned to a familiar pattern where growth outperforms value. Although the markets have been choppy with some intraday volatility, we believe growth’s outperformance over value reflects the growing Read More
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PPP is Modified by Paycheck Protection Program Flexibility Act
Over the last couple of months, we have been fielding questions from many clients about the CARES Act – especially the loans and the forgiveness of loans available for small businesses that we outline in our Coronavirus Resource Center.  I actually co-wrote an article back in March with Jennifer Mailhes, CPA from Doeren Mayhew entitled Read More
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Houston, TX 77024

Phone:

281.822.8800


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Granite Tower
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Sugar Land, TX 77478

Phone:

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The Woodlands, TX 77380

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