Weekly Report – Is There a Commodities Supercycle Around the Corner?
INSIDE THIS EDITION:Is There a Commodities Supercycle Around the Corner? Despite some weakness in equity markets this week and a spike in the 10-year treasury that spooked investors, we have been closely watching upward price movements across commodity markets for weeks. Oil prices, for example, have risen approximately 30% this year on a pickup in Read More Learn
STA Weekly Report – Records are Everywhere, What Investors Should Do About It
INSIDE THIS EDITION:Records are Everywhere, What Investors Should Do About It As we approach the end of February, we are at a time for records. In Texas, low temperatures and in markets and the economy, both record highs and record lows. In this week’s commentary, we will review some of the records we are observing Read More Learn
2021 Income Tax Update Alert
Updated: February 24, 2021 Congratulations! If you are reading this, you survived the infamous year 2020 and have leveled up to 2021. 2020 will bring a whole new meaning to the infamous phrase, “Hindsight is 2020.” We sincerely hope that this New Year proves to be a wonderful and safe year for everyone. We experienced Read More Learn
STA Weekly Report – Why Fixed Income Still Has a Role in Portfolios
INSIDE THIS EDITION:Why Fixed Income Still Has a Role in Portfolios It is no secret that interest rates are near historic lows. It is less of a secret that as yields remain depressed, it becomes increasingly difficult for investors, especially those in retirement, to generate income from their fixed income portfolios. Take for example the Read More Learn
STA Weekly Report – Our Outlook for the Rest of 2021
INSIDE THIS EDITION:Our Outlook for the Rest of 2021 Our base case largely hinges on health outcomes. Although the US and eurozone have in some cases paused their economic re-opening with partial lockdowns this winter we believe that the market will largely look-through the virus situation. We expect economic activity to continue to rebound, albeit Read More Learn
STA Weekly Report – Do Not Forget the Importance of Rebalancing
INSIDE THIS EDITION:Do Not Forget the Importance of RebalancingCoronavirus / COVID-19 Resource Center Despite lingering economic concerns as COVID-19 continues, global stocks continue to do surprisingly well. This has been a continuation of what we have seen over the last decade with rising stock prices. The team at STA Wealth has attempted to keep our Read More Learn
STA Weekly Report – Bullish but Watching the Risk
INSIDE THIS EDITION:Bullish but Watching the RiskCoronavirus / COVID-19 Resource Center As the STA investment committee surveys the equity market, we are seeing numerous signs of froth. In most normal environments, without massive central bank liquidity, easy financial conditions, and the prospect of additional stimulus, we might be concerned. The team at STA Wealth has Read More Learn
STA Weekly Report – Is the Fed Policy Framework Working?
INSIDE THIS EDITION:Is the Fed Policy Framework Working?Key Estate and Income Tax Planning Takeaways from “Blue Wave” Democratic VictoryCoronavirus / COVID-19 Resource Center On Thursday, January 14, 2021, Federal Reserve Chairman Jerome Powell held an online discussion open to the public with Markus Brunnermeier who is the director of the Bendheim Center for Finance at Read More Learn
Key Estate and Income Tax Planning Takeaways from “Blue Wave” Democratic Victory
As we discussed many times heading into the election, there were many differences between the Tax Plans and Policy Proposals of Donald Trump and Joe Biden. Even after the election, there was stimulus relief, (including changes related to small business owners and the tax-deductibility of PPP loan proceeds). but that will continue into 2021 along Read More Learn
STA Weekly Report – 2020 Market Recap. Some Thoughts on Markets and Inflation for 2021
INSIDE THIS EDITION:2020 Market Recap. Some Thoughts on Markets and Inflation for 2021Coronavirus / COVID-19 Resource Center For this week, we will provide a brief recap of 2020 and then get into a high-level discussion of what we expect for 2021 across major asset classes including stocks and bonds, as well as our thoughts on Read More Learn
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