Articles

STA Weekly Report – Investment planning: Combining the power of compounding and tax deferral

Written by Luke Patterson | Thursday, May 23rd, 2019

INSIDE THIS EDITION:Investment planning: Combining the power of compounding and tax deferralStock Selling IntensifiesHouston Layoff Survival Guide401k Plan Manager America’s retirement savings gap is wide. According to the Government Accountability Office (GAO), about 29% of households age 55 and older have neither retirement savings nor a pension. Stock Selling Intensifies – If they don’t hold, […]
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STA Weekly Report – Avoiding Home Bias Through Emerging Market Exposure

Written by Luke Patterson | Wednesday, May 15th, 2019

INSIDE THIS EDITION:Avoiding Home Bias Through Emerging Market ExposureSTA Money Hour – Investing 101 with Kids Portfolio Stress Test401k Plan Manager Most investors in public stocks have heard of emerging markets and the issues they can experience from time – out of control sovereign debt, currency fluctuations, out of control inflation, and political turmoil. Investing […]
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STA Weekly Report – Which Market Are You Trying to Outperform?

Written by Luke Patterson | Thursday, May 9th, 2019

INSIDE THIS EDITION:Which Market Are You Trying to Outperform?Unhealthy Looking ChartsStaples, Utilities, and REITS Are Acting as Safe HavensWeekly Snapshot of Global Asset Class PerformancePortfolio Stress Test401k Plan Manager*Updated on 12/31/2018 It is not uncommon to hear that the goal of investing is to outperform the market. No doubt, being able to successfully predict the […]
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STA Weekly Report – Don’t Forget the Value of Alternative Investments

Written by Luke Patterson | Thursday, May 2nd, 2019

INSIDE THIS EDITION:Commodity Prices WeakenThe Uptrend in Oil is Being TestedEnergy Sector SPDR Falls Below Moving Average LinesWeekly Snapshot of Global Asset Class PerformancePortfolio Stress Test401k Plan Manager*Updated on 12/31/2018 World equity markets have been on a tear for the first four months of the year. The S&P 500, MSCI All Country World, and Nasdaq […]
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STA Weekly Report – U.S. Stocks Rally to an All-Time High

Written by Luke Patterson | Thursday, April 25th, 2019

INSIDE THIS EDITION:U.S. Stocks Rally to an All-Time HighRussell 2000 Trades Above it’s 200-Day AverageMajor Stock Indexes Near Test of 2018 HighsCorporate Bond IShares Hit New HighsPortfolio Stress Test401k Plan Manager*Updated on 12/31/2018 U.S. stocks topped their all-time highs with the S&P 500 index closing at 2933.68 on April 23rd , surpassing its September 2018 […]
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Five Pointers to Consider when Filing for Social Security Benefits

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, April 25th, 2019

Five Pointers to Consider when Filing for Social Security Benefits I just participated in a recent webinar presented by Laurence Kotlikoff, an economics profession at Boston University, in which he offered several pointers to the audience on Tips to consider when filing for Social Security. At STA Wealth, we have been talking for years about […]
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