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Articles

STA Money Hour – Special Episode on Business Exit or Succession Strategy – Getting YOUR Deal DONE!
On February 9th, 2018, a special edition of the STA Money hour will air where Scott Bishop will be talking to Vibhu Sharma, who successfully sold his software and consulting company.  For those of you that are business owners that have not gone through this process, or are looking at a succession plan, this episode […]
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Upcoming Event – Business Transitioning: Wrestling a Deal to Close

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Eleven Ways to Help Yourself Stay Sane in a Crazy Market
In order to keep your Financial Plan on track, you need to have a sound and disciplined investment plan.  That sounds easy and logical, but as Stephen Covey said, “Common sense is not always common practice”. Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. […]
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Sustainable Portfolio Withdrawal Rates
What is a sustainable withdrawal rate? A withdrawal rate is the percentage that is withdrawn each year from an investment portfolio. If you take $40,000 from a $1 million portfolio, your withdrawal rate that year is 4% ($40,000 divided by $1 million). However, in retirement income planning, what’s important is not just your withdrawal rate, […]
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Bond Strategies In A Rising Interest Rate Environment
So what’s the problem? Bond investing for many has never been more difficult, but not for the reason many think. Central bankers around the globe began aggressive campaigns of monetary interventions following the financial crisis in 2008. These unprecedented measures to stabilize capital markets and induce economic expansion in developed countries have had far reaching […]
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Creating an Estate Plan Around a Prenup
July 11, 2014 9:39 a.m. ET (Reprinted from the Wall Street Journal) The man had inherited his father’s business when he was in his 30s and spent the next few years growing it into a $6 million company. When he later got engaged, he was concerned about keeping this increasingly valuable asset in the event of a […]
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Taking 529 Plan Withdrawals
Now that we are in the spring, many parents are getting ready to send their high school seniors off to college for the first time.  Because of this, I am getting a lot of calls from clients on how to best take withdrawals out of their 529 Plans to pay for college expenses.  First off, […]
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Dealing With The New ObamaCare 3.8% Tax
As most people are at least worrying about how much longer they can procrastinate thinking about their 2013 Tax Return (Tuesday April 15th), American taxpayers have just 11 more days to either file or extend. Many of you reading this newsletter also have to deal with many new taxes related to the American Taxpayer Relief […]
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