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Articles

STA Weekly Report – What Correction?
INSIDE THIS EDITION: What Correction? Should Bond Investors Take a Passive Approach? Weekly Technical Comment Upcoming Event: S-Corps are Still the Critical Tax Reduction Vehicle 401k Plan Manager What correction? Investors have a short memory. Last week the S&P 500 increased 4.4% and the Russell 2000 Index, featuring small cap stocks, increased 4.5%. It was Read More
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Upcoming Event – S-Corps Are Still the Critical Tax Reduction Vehicle
Are you a business owner trying to figure out the tax issues to optimize them for your situation?  Are you wondering if you need to or should restructure to take advantage of the New Tax Laws for Business Owners? STA Wealth has partnered up with ABIP CPAs and Selman Munson & Lerner Attorneys to bring Read More
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STA Weekly Report – Time to Get Smart
INSIDE THIS EDITION: Time to Get Smart Volatility Makes a Comeback Weekly Technical Comment Retirement Survival Guide 401k Plan Manager Last week was a doozy! The Dow fell 1,330 points or 5.1 percent. Smaller stocks did a little better as the Russell 2000 fell 4.5 percent. As is usual in a correction, every sector saw Read More
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STA Weekly Report – The End of Easy Money
INSIDE THIS EDITION: The End of Easy Money American Consumers Remain Bullish Weekly Technical Comment Portfolio Stress Test 401k Plan Manager While last week was a difficult week for stocks, yesterday major stock indexes lost more than all last week.  For context, last week the large stocks of the S&P 500 lost ground and fell Read More
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Portfolio Stress Test
  STA Wealth Management – Portfolio Stress Test By Scott Bishop, MBA, CPA/PFS, CFP® Partner and Executive VP of Financial Planning In November of 2017, I wrote the article suggesting that it may be time for you to perform a “Portfolio Stress Test”.  Many of our newsletter readers were a little worried that the Bull Read More
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Protected: STA Wealth Management – Semi Annual START Private Client Report February 2018
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