Articles

STA Weekly Report – How to Position Portfolio for The Late Cycle

Written by Luke Patterson | Friday, December 6th, 2019

INSIDE THIS EDITION:How To Position Portfolios for The Late CycleWeekly Snapshot of Global Asset Class PerformanceYear-End Tax and Financial Planning Ideas401k Plan Manager Generally, a business cycle can be divided into four phases: early cycle, midcycle, late-cycle, and recession. The current economic expansion is the longest in U.S. history. Year-End Tax and Financial Planning Ideas […]
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STA Weekly Report – Will the Holidays bring retail cheer?

Written by Luke Patterson | Wednesday, November 27th, 2019

INSIDE THIS EDITION:Will the Holidays bring retail cheer?Weekly Snapshot of Global Asset Class PerformanceYear-End Tax and Financial Planning Ideas401k Plan Manager We are on the cusp of entering the important holiday season for retailers. According to the National Retail Federation (NRF), holiday sales represent approximately 20% of annual retail sales. However, there is some variation […]
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STA Weekly Report – How to Generate Income with Dividend Stocks

Written by Luke Patterson | Saturday, November 23rd, 2019

INSIDE THIS EDITION:How to Generate Income with Dividend StocksWeekly Snapshot of Global Asset Class PerformanceYear-End Tax and Financial Planning Ideas401k Plan Manager For investors, it has been a challenge to generate income in a low-interest rate world. Usually, investors who are saving for retirement use dividend stocks are a crucial building block to this end […]
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STA Weekly Report – Is it time to say goodbye to the rate hiking cycle?

Written by Luke Patterson | Friday, November 15th, 2019

INSIDE THIS EDITION:Is it time to say goodbye to the rate hiking cycle?Weekly Snapshot of Global Asset Class PerformanceRecession Survival Guide401k Plan Manager The Federal Reserve kicked off its first interest rate hiking cycle, after keeping it at zero percent for seven years, in December 2015. In 2017, strong global growth set an expectation that […]
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Year-End Tax and Financial Planning Ideas

Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Michael Churchill, CPA/MSPA | Friday, November 15th, 2019

The end of the year presents a unique opportunity to self-reflect about your personal financial planning situation. With factors like tax law changes, life changes, or simply working towards your goals, now is an especially important time to review things. It is always a good time to see if you are on-track at your stage […]
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Year-End Tax Planning Checklist – 2019

Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Michael Churchill, CPA/MSPA | Friday, November 15th, 2019

What are the 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 2019. The […]
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