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STA Weekly Report – Slow Population Growth, Aging Demographics, and their Impact on Inflation and Interest Rates
INSIDE THIS EDITION:Slow Population Growth, Aging Demographics, and their Impact on Inflation and Interest RatesYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center For this week’s commentary, we are going to discuss the first of five major trends that we believe investors should be watching as we move into 2021. Read More
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Year-End Tax and Financial Planning Ideas Coronavirus / Election Edition
There is no question that 2020 has been a year that everyone just wants to put behind them and hope for a brighter 2021.  But before you start thinking about 2021, do not forget about your 2020 year-end tax and financial planning because there are still opportunities and strategies to consider, at least from a Read More
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STA Weekly Report – Third-Quarter Recap and What The Fourth-Quarter Could Bring
INSIDE THIS EDITION:Third-Quarter Recap and What The Fourth-Quarter Could BringYear-End Tax Planning Checklist 2020Is ESG Investing Another Bull-Market Craze or Here to Stay?Medicare Open Enrollment Begins October 15thCoronavirus / COVID-19 Resource Center The third quarter was marked by 2 steps forward and one step back with July and August seeing positive total returns for the Read More
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Medicare Open Enrollment Period Begins October 15th
What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the past year. Read More
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STA Weekly Report – Should We Rethink the Role of Core Bonds in a 60/40 Portfolio?
INSIDE THIS EDITION:Should We Rethink the Role of Core Bonds in a 60/40 Portfolio?Year-End Tax Planning Checklist 2020Is ESG Investing Another Bull-Market Craze or Here to Stay?Coronavirus / COVID-19 Resource Center A 60/40 portfolio is synonyms of a well-diversified portfolio that is composed of public traded stocks and bonds. As indicated by the name, the Read More
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Year-End Tax Planning Checklist – 2020
What are appropriate checklists for year-end tax planning? From our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout the year, we publish many timely tax-related articles (summarized here). In August this year, we also published our Top 10 Tax Planning Ideas for 2020.  The tax Read More
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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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Phone:

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