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STA Weekly Report – Thanksgiving and Taxes: It’s Time to Start Thinking About Both
 INSIDE THIS EDITION: Thanksgiving and Taxes: It’s Time to Start Thinking About Both Weekly Technical Comment How Can You Maximize Your Pension Plan? 401k Plan Manager This Weekly Report will be somewhat shorter than normal as we understand that many of you are preparing for the Thanksgiving holiday. That said, we do want to take Read More
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STA Weekly Report – A Divergence Worth Noting
INSIDE THIS EDITION: Let’s Talk About Diversification Weekly Technical Comment Portfolio Stress Test 401k Plan Manager                     Investor worries about tax cuts ended the eight-week stock market rally. The S&P 500 dropped 0.1% on the week. The Russell 2000, featuring small cap stocks, fell 1.3% for Read More
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STA Wealth Management – Portfolio Stress Test
  STA Wealth Management – Portfolio Stress Test By Scott Bishop, MBA, CPA/PFS, CFP® Partner and Executive VP of Financial Planning Although the markets have had a nice run since bottoming in March of 2009 (after the 2008 Global Crisis – see chart below), many are feeling that they are due for a correction based Read More
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STA Weekly Report – Let’s Talk About Diversification
INSIDE THIS EDITION: Let’s Talk About Diversification Weekly Technical Comment Most Business Owners have No Succession Plan or Exit Strategy Upcoming Event – Business Transitioning Wrestling a Deal to Close 401k Plan Manager The stock market had much to digest this past week: the announcement of the new Fed chair; the monthly jobs report and a Read More
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STA Weekly Report – Why You Are Your Portfolio’s Worst Enemy, and What To Do About It
INSIDE THIS EDITION: Why You Are Your Portfolios Worst Enemy, and What To Do About It Weekly Technical Comment Most Business Owners have No Succession Plan or Exit Strategy Upcoming Event – Business Transitioning Wrestling a Deal to Close 401k Plan Manager Benjamin Graham, the well-known economist and founder of value investing, once said that “the Read More
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STA Weekly Report – Bull Markets Don’t Die of Old Age, But Rising Risks Can Make It a Bumpy Ride
INSIDE THIS EDITION: Bull Markets Don’t Die of Old Age, But Rising Risks Can Make It a Bumpy Ride Weekly Technical Comment Most Business Owners have No Succession Plan or Exit Strategy 401k Plan Manager Economists typically group macroeconomic readings into three categories: leading, coincident or lagging. Think of it like driving a car by Read More
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Houston, TX 77024

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