Articles

Coronavirus / COVID-19 Resource Center

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, March 30th, 2020

Over the last several weeks, the team at STA Wealth has attempted to keep all of our clients apprised of updates related to the markets, economic, government, tax, retirement and other changes impacting all of us during this difficult time. As the Coronavirus (COVID-19) pandemic continues to spread, its impact on businesses and individuals has […]
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5 Things Small Businesses Should Know About COVID-19 Disaster Loan Relief

Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Jennifer Mailhes, CPA | Friday, March 27th, 2020

Small businesses across the nation continue to be significantly impacted by the Coronavirus (COVID-19) outbreak, leaving them in need of financial assistance to stay afloat. As part of its Economic Injury Disaster Loan Program, the U.S. Small Business Administration (SBA) is providing low-interest working capital loans to small business owners affected by COVID-19. If you […]
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STA Weekly Report – A Fixed Income Playbook for Today

Written by Luke Patterson | Friday, March 27th, 2020

INSIDE THIS EDITION:A Fixed Income Playbook for TodayKHOU Interview – “How to protect investments amid coronavirus uncertainty on Wall Street“Weekly Global Asset Class PerformanceSTA Wealth Recession Survival Guide 401k Plan Manager Through March 24, 2020, the returns on most fixed income securities have been negative year-to-date. In fact, leveraged loans, investment-grade bonds, and municipal bonds […]
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Personal Document Locator – Getting Organized!

Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Michael Churchill, CPA/MSPA, CFP® | Thursday, March 26th, 2020

Part of financial planning is getting all of your information and documents in order. Our clients know that one of the first things we have them do is give us a listing of their family, assets, income, expenses and financial planning objectives. We use that to help them create an online plan through our financial […]
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COVID-19 Coronavirus: Important Tax Notices and Updates Taxpayer Relief – Tax Year 2019 – Notice 2020-18

Written by Michael Churchill, MSPA, CPA, CFP® | Tuesday, March 24th, 2020

Finally! Some good news for those affected by the current Coronavirus pandemic. As the COVID-19 virus pandemic continues to spread across the globe, the United States Treasury and Internal Revenue Service are taking measures to provide US Taxpayers with some financial relief. On March 13th, 2020, President Trump issued an Emergency Declaration for the nation […]
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Families First Coronavirus Response Act Signed into Law

Written by Scott Bishop, MBA, CPA/PFS, CFP® and Rolando Garcia, JD, CPA | Monday, March 23rd, 2020

Introduction It has been hard to escape the impact of the Coronavirus and the effect on the markets, the economy, and to our friends and family. I met with Rolando Garcia, JD/CPA at Doeren Mayhew to discuss the Families First Coronavirus Response Act that was just signed into law. The following discussion shares what has […]
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