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STA Weekly Report – The Relationship Between Markets and Elections
Written by Luke Patterson | Friday, February 21st, 2020
INSIDE THIS EDITION: The Relationship Between Markets and Elections Weekly Snapshot of Global Asset Class Performance Upcoming Event: 2020 M&A Insight Financial Planning Goals for 2020 401k Plan Manager It seems that few investors are thinking about the presidential election, much less talking about it. With headlines lately alternating between Coronavirus fears and stocks hitting […]
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STA Weekly Report – Economic Impact of Coronavirus – Large but Temporary?
Written by Luke Patterson | Friday, February 14th, 2020
INSIDE THIS EDITION:Economic Impact of Coronavirus – Large but Temporary?Weekly Snapshot of Global Asset Class PerformanceUpcoming Event: 2020 M&A InsightFinancial Planning Goals for 2020401k Plan Manager Despite many people possibly reaching peak levels of fear and fatigue as it relates to Coronavirus related news, we thought this would be a good time to visit the […]
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STA Weekly Report – Innovation, Coronavirus, and Risk
Written by Luke Patterson | Friday, February 7th, 2020
INSIDE THIS EDITION:Innovation, Coronavirus, and RiskWeekly Snapshot of Global Asset Class PerformanceUpcoming Event: 2020 M&A InsightFinancial Planning Goals for 2020401k Plan Manager The world is changing, growth is shifting, and disruption is accelerating. The ability to envision the future, understand the latest innovation is vital to stay on top of financial markets. Economic profits are […]
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STA Weekly Report – Don’t Forget the Importance of Rebalancing
Written by Luke Patterson | Saturday, February 1st, 2020
INSIDE THIS EDITION:Don’t Forget the Importance of RebalancingWeekly Snapshot of Global Asset Class PerformanceUpcoming Event: 2020 M&A InsightFinancial Planning Goals for 2020401k Plan Manager Despite challenges like trade tensions and coronavirus fears, global stocks continue to do surprisingly well. The grind higher for stocks has been a continuation of what we have seen over the […]
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STA Weekly Report – Innovative Technology as an Investment Theme
Written by Luke Patterson | Friday, January 24th, 2020
INSIDE THIS EDITION:Innovative Technology As An Investment ThemeWeekly Snapshot of Global Asset Class PerformanceUpcoming Event: 2020 M&A InsightFinancial Planning Goals for 2020401k Plan Manager As we start a new decade, investors may want to begin thinking about big investment themes that could be profitable over the next 10 years. In the last decade, some of […]
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STA Weekly Report – Beware
Written by Luke Patterson | Sunday, January 19th, 2020
INSIDE THIS EDITION:BewareWeekly Snapshot of Global Asset Class PerformanceFinancial Planning Goals for 2020401k Plan Manager Did you know that manufacturing in the US accounts is approximately $2 trillion dollars per year? At this level, if it were an economy, it would be among the top 10 economies in terms of nominal GDP. Financial Planning Goals […]
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Phone:

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Email

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