Articles

STA Weekly Report – Is the Fed Policy Framework Working?

Written by Luke Patterson | Friday, January 15th, 2021

INSIDE THIS EDITION:Is the Fed Policy Framework Working?Key Estate and Income Tax Planning Takeaways from “Blue Wave” Democratic VictoryCoronavirus / COVID-19 Resource Center On Thursday, January 14, 2021, Federal Reserve Chairman Jerome Powell held an online discussion open to the public with Markus Brunnermeier who is the director of the Bendheim Center for Finance at Read More
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Key Estate and Income Tax Planning Takeaways from “Blue Wave” Democratic Victory

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, January 15th, 2021

As we discussed many times heading into the election, there were many differences between the Tax Plans and Policy Proposals of Donald Trump and Joe Biden. Even after the election, there was stimulus relief, (including changes related to small business owners and the tax-deductibility of PPP loan proceeds). but that will continue into 2021 along Read More
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STA Weekly Report – 2020 Market Recap. Some Thoughts on Markets and Inflation for 2021

Written by Luke Patterson | Friday, January 8th, 2021

INSIDE THIS EDITION:2020 Market Recap. Some Thoughts on Markets and Inflation for 2021Coronavirus / COVID-19 Resource Center For this week, we will provide a brief recap of 2020 and then get into a high-level discussion of what we expect for 2021 across major asset classes including stocks and bonds, as well as our thoughts on Read More
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STA Weekly Report – Three Important Lessons Markets Taught Investors in 2020, and What They Mean for Portfolios

Written by Luke Patterson | Thursday, December 31st, 2020

INSIDE THIS EDITION:Three Important Lessons Markets Taught Investors in 2020, and What They Mean for PortfoliosCoronavirus / COVID-19 Resource Center Each year always presents us an opportunity to conduct a post-mortem that can, over time, lead to considerable improvement in how investment decisions are made and executed. In fact, many of the best investors in Read More
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Pandemic Legislation Brings Welcomed Stimulus Payments and Tax Relief

Written by Scott Bishop, MBA, CPA/PFS, CFP® and Rolando Garcia, JD, CPA | Tuesday, December 29th, 2020

We just wrote an update on the PPP Loan and Deductible Expenditures Relief. Rolando and I wanted to share additional information now that on December 27, 2020, President Trump signed a $2.3 trillion Coronavirus relief and government funding bill, Consolidated Appropriations Act of 2021, into law extending billions of dollars in relief aid to individuals Read More
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STA Weekly Report – How the Transition to Renewable Energy will Affect Geopolitics and The US Dollar

Written by Luke Patterson | Wednesday, December 23rd, 2020

INSIDE THIS EDITION:How the Transition to Renewable Energy will Affect Geopolitics and The US DollarYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center This week’s commentary marks the last of five installments where we have been discussing five major trends that we believe investors should be watching as we move Read More
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