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Articles

STA Weekly Report – A Fed-Fueled Rally Marches On
Written by Luke Patterson | Friday, May 29th, 2020
INSIDE THIS EDITION: A Fed-Fueled Rally Marches OnWeekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center Over the last several weeks animal spirits have been firmly in control of domestic equity markets as stimulus measures in the US encouraged risk-taking on the part of equity investors. With each new round of stimulus from the Fed, […]
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STA Weekly Report – What is The Data Telling Us About This Market?
Written by Luke Patterson | Saturday, May 23rd, 2020
INSIDE THIS EDITION: What is the Data Telling Us About This MarketWeekly Global Asset Class PerformanceMemorial Day Miracle!Coronavirus / COVID-19 Resource Center Based on what we are seeing, there continues to be a reason to remain cautious, and possibly more so than a few weeks ago. After a strong market rebound, we are seeing signs […]
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STA Weekly Report – Market Update in The Age of COVID-19
Written by Luke Patterson | Friday, May 15th, 2020
INSIDE THIS EDITION: Market Update in The Age of COVID-19Weekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center Based on what we are seeing, there continues to be a reason to remain cautious, and possibly more so than a few weeks ago. After a strong market rebound, we are seeing signs that investor sentiment may […]
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Documenting Your PPP Loan Necessity
Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Jennifer Mailhes, CPA | Friday, May 15th, 2020
Over the last many weeks, we have been fielding questions from many clients about the CARES Act – especially the loans available for small businesses that we outline in our Coronavirus Resource Center.  I actually co-wrote an article back in March with Jennifer Mailhes, CPA from Doeren Mayhew entitled “Five Things Small Businesses Should Know […]
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STA Weekly Report – US-China Trade Deal Talks Re-emerge
Written by Luke Patterson | Friday, May 8th, 2020
INSIDE THIS EDITION: US-China Trade Deal Talks Re-emergeWeekly Global Asset Class PerformanceCoronavirus / COVID-19 Resource Center U.S. President Donald Trump met Chinese President Xi Jinping in Beijing during 2017, as part of a 12-day trip to Asia. The meeting of the two superpowers had been dominated by discussions about trade policy and North Korea, which […]
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Coping with Market Volatility: Understand How Your Behavioral Biases Can Affect Investment Decisions
Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, May 7th, 2020
During these difficult times, especially during a Coronavirus triggered a recession, many of us make poor investment decisions that can be biased based on our emotions of greed and fear.  Smart investors, per Warren Buffet, should be “greedy when others are fearful and fearful when others are greedy”.  In other words, by low and sell […]
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Phone:

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