Weekly Report – Could Stocks Really Continue Moving Higher?
INSIDE THIS EDITION: Could Stocks Really Continue Moving Higher?American Rescue Plan Act Relief Bill As you may recall, coming into the year, we called for risk assets to move higher on the back of COVID-related stimulus and central bank policy decisions. We felt that this would ease financial conditions further and set the stage for Read More Learn
Weekly Report – Should Investors Be Concerned About Equity Market Weakness This Week?
INSIDE THIS EDITION: Should Investors Be Concerned About Equity Market Weakness This Week? You may recall that several weeks ago, we made the bull case for risk assets, including stocks. We provided a myriad of reasons for our bullishness, including what appeared to be the resolution to COVID-19 that would allow an economic rebound to Read More Learn
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
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 – 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
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 – It Is Time to Start Thinking About Tax-Loss Harvesting
INSIDE THIS EDITION:It Is Time to Start Thinking About Tax-Loss HarvestingYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center With only a few weeks until Thanksgiving, the tax-loss harvesting season is once again upon us. While this year has been marked by strong gains across many asset classes despite the Read More Learn
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 Learn
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 Learn
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Houston, TX 77024