Articles

STA Weekly Report – Capital Market Assumptions and their Importance

Written by Luke Patterson | Saturday, September 14th, 2019

INSIDE THIS EDITION: Capital Market Assumptions and their ImportanceWeekly Technical CommentWeekly Snapshot of Global Asset Class Performance 401k Plan Manager There are many ways to manage and view investments – active or passive, buy & hold or tactical, value or growth. These are all flavors of investment management styles and each have their merits. However, […]
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STA Weekly Report – Trade War: The New Weather Vane For Market Direction

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

INSIDE THIS EDITION: Trade War: The New Weather Vane For Market DirectionWeekly Technical CommentWeekly Snapshot of Global Asset Class Performance 401k Plan Manager The ETF universe has grown in terms of both offerings and assets over the last 10 years as investors have looked to replace expensive actively managed mutual funds with inexpensive index ETF’s. […]
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STA Weekly Report – Is Your Advisor Using the Right Metrics to Select ETFs?

Written by Luke Patterson | Friday, August 30th, 2019

INSIDE THIS EDITION: Is Your Advisor Using the Right Metrics to Select ETF’s?Weekly Technical Comment|Weekly Snapshot of Global Asset Class Performance 401k Plan Manager The ETF universe has grown in terms of both offerings and assets over the last 10 years as investors have looked to replace expensive actively managed mutual funds with inexpensive index […]
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Most Business Owners Have No Succession Plan or Exit Strategy

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, August 30th, 2019

Are you a business owner without a complete and coordinated Succession Plan? If so, please attend our workshop on September 26, 2019 (invitation via the link or below): Invitation: Succession Planning and Life After The Sale For decades, vast wealth has been created for millions of Americans through growing private businesses. However as business owners, […]
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STA Weekly Report – Yield-Curve Inversion Triggers Recession Fears

Written by Luke Patterson | Friday, August 23rd, 2019

INSIDE THIS EDITION: Yield-Curve Inversion Triggers Recession FearsWeekly Technical Comment|Weekly Snapshot of Global Asset Class Performance 401k Plan Manager Last Wednesday, U.S. stocks suffered a deep sell-off with the S&P 500 sinking nearly 3% by market close. The move lower was sparked by the fact that the 10-year Treasury rate slid below the two-year Treasury […]
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Using Options to Hedge or Enhance Your Stock Portfolio

Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Jacob Johnson | Thursday, August 22nd, 2019

Many of us have individual stocks in our portfolios. If you are true to yourself, you have a lot of biases such as familiarity bias (I like the company/products), loss aversion, confirmation bias (inaccurate validation of our ideas), or recency bias (waiting to sell a stock currently at a loss until it gets back to […]
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