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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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STA Weekly Report – Tax Loss Harvesting Season is Upon Us
Written by Luke Patterson | Friday, November 8th, 2019
INSIDE THIS EDITION:Tax Loss Harvesting Season is Upon UsWeekly Snapshot of Global Asset Class PerformanceRecession Survival Guide401k Plan Manager 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 most asset classes, it is still important to review accounts […]
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STA Weekly Report – Do Not Let Your Political Views Cloud Your Investment Decisions
Written by Luke Patterson | Friday, November 1st, 2019
INSIDE THIS EDITION:Do Not Let Your Political Views Cloud Your Investment DecisionsWeekly Snapshot of Global Asset Class PerformanceMedicare Open Enrollment Started October 15th401k Plan Manager In a recent survey conducted by Pew Research Center, Americans were asked “Would you rate economic conditions in this country today… as excellent, good, only fair, or poor?”.  Of those […]
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1031 Exchanges
Written by Michael Churchill, MSPA, CPA | Friday, November 1st, 2019
1031 Exchanges What real estate investors should know before deciding to sell their real property This article will focus on the typical 1031 exchanges for most real estate exchange transactions when sellers wish to sell their business or investment property and reinvest their proceeds into another property.  Keep in mind there are other types of […]
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STA Weekly Report – The Impact of Zero Trading Costs
Written by Luke Patterson | Friday, October 25th, 2019
INSIDE THIS EDITION:The Impact of Zero Trading Costs Weekly Snapshot of Global Asset Class PerformanceMedicare Open Enrollment Started October 15th401k Plan Manager The Impact of Zero Trading Costs Over the last several weeks, we have seen several brokerage firms and custodians eliminate the transaction costs associated with equity and options trades. The first to do […]
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Recession Survival Guide
Written by Scott Bishop, MBA, CPA/PFS, CFP® | Saturday, October 19th, 2019
Over the years, I have written many articles on financial planning. Several of those have been “guides” to help readers through different stages of their life or lifecycle events. Two of those were the Retirement Survival Guide and Layoff Survival Guide. Over the last year or two, I have had many friends and clients ask about the pending […]
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