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Articles

Eleven Ways to Help Yourself Stay Sane in a Crazy Market
Print PDF In order to keep your Financial Plan on track, you need to have a sound and disciplined investment plan.  That sounds easy and logical, but as Stephen Covey said, “Common sense is not always common practice”. Keeping your cool can be hard to do when the market goes on one of its periodic […]
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STA Weekly Market Report – S&P 500 Regains 50-Day Moving Average, But on Lighter Volume
Print PDFINSIDE THIS EDITION: S&P 500 Regains 50-Day Moving Average, But on Lighter Volume Chart of The Week: “The End of the Trump Trade?“ 401k Plan Manager **Recently Updated! Weekly Technical Comment Featured Articles & Interviews Upcoming Event 2017 M&A Insight “Seizing Opportunities in Today’s Markets” You are cordially invited to attend an exclusive presentation June 7, […]
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STA Weekly Market Report – Market Resilience
Print PDFINSIDE THIS EDITION: Market Resilience Chart of The Week: “Global Trade and the new U.S.-China Trade Pact” 401k Plan Manager **Recently Updated! Weekly Technical Comment Featured Articles & Interviews Upcoming Event 2017 M&A Insight “Seizing Opportunities in Today’s Markets” You are cordially invited to attend an exclusive presentation June 7, 2017 4:30 pm – 7:00 pm […]
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STA Weekly Market Report – Some Inconvenient Truths
Print PDFINSIDE THIS EDITION: Some Inconvenient Truths Chart of The Week: Mixed Economic Signals and the Fed 401k Plan Manager **Recently Updated! Weekly Technical Comment Featured Articles & Interviews Some Inconvenient Truths The markets were mixed last week. The Dow rose a third of a percent while the small cap Russell 2000 fell 0.22 percent. Rising […]
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What is a Family Limited Partnership?
Print PDF WHAT IS A FAMILY LIMITED PARTNERSHIP? A Family Limited Partnership (FLP) is created and governed by state law and is generally governed by state law and generally is comprises two or more family member partners.  FLPs provide an excellent vehicle to centralize the management of assets, protect against creditors, reduce administration expenses of […]
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STA Weekly Market Report – Market Indexes Turn Higher
Print PDFINSIDE THIS EDITION: Market Indexes Turn Higher Chart of The Week “Future of Money Printing in the Eurozone” 401k Plan Manager **Recently Updated! Weekly Technical Comment Weekly Snapshot of Global Asset Class Performance Featured Articles & Interviews Market Indexes Turn Higher Update! The 401K Plan Manager has been updated, Click here. It was a good week […]
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281.822.8800 (Houston area)

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Houston Headquarters

800 Town & Country Boulevard, Suite 410
Houston, TX 77024

For directions to our offices, click here.