Question?

Join the conversation and feel free to submit a question to our experts.

Submit a question

Listen.

Listen in on our hour-long show, from Monday-Friday 12-1pm on KPRC AM 950

Listen to STA Money Hour
Browse the Vault

Subscribe.

Stay up to date and have the STA Weekly Report and 401k Plan Manager emailed to you.

Subscribe

Insights.

Read STA's Featured Articles

Read More

Articles

STA Weekly Report – U.S. Job Market Remains Strong with Firming Wage Growth
Written by Rachel Daniels | Wednesday, September 19th, 2018
INSIDE THIS EDITION: U.S. Job Market Remains Strong with Firming Wage Growth Weekly Technical Comment How to Prepare Yourself for the Next Recession 401k Plan Manager   America’s job market is hot. Job openings in July rose to a fresh record. According to the Job Openings and Labor Turnover Survey (JOLTS), the number of positions […]
Learn more
September is National Life Insurance Awareness Month
Written by Scott Bishop, MBA, CPA/PFS, CFP® | Wednesday, September 12th, 2018
September is National Life Insurance Awareness Month. While many Americans recognize that it is important to protect loved ones with life insurance, far too many lack adequate coverage. National Life Insurance Awareness Month is intended to prompt Americans to assess their life insurance needs. Any thoughtful and compromise financial plan will consider protecting your family […]
Learn more
STA Weekly Report – A Note on Bond Performance in an Evolving Interest Rate Environment
Written by Luke Patterson | Wednesday, September 12th, 2018
INSIDE THIS EDITION: A Note on Bond Performance in an Evolving Interest Rate Environment Weekly Technical Comment September is Life Insurance Awareness Month! 401k Plan Manager Like many investors across the country, you have probably noticed an increased level of unrealized losses in your bond portfolios. These losses have taken their toll on overall portfolio […]
Learn more
The “Keys” to Using Safe Deposit Boxes
Written by Michael Churchill, MSPA, CPA | Wednesday, September 5th, 2018
Have you ever watched bank robbery movies, or better yet, spy movies where secret keys lead to random safe deposit boxes full of cash, bags of coins, precious gems, weapons, damaging pictures, evidence and clues?  You may find yourself asking, “Is this what Safe Deposit Boxes are used for?”  It’s possible, however, not as dramatic. […]
Learn more
STA Weekly Report – What Role Do Market Neutral Strategies Play in a Portfolio?
Written by Luke Patterson | Tuesday, September 4th, 2018
INSIDE THIS EDITION: What Role Do Market Neutral Strategies Play in a Portfolio? Weekly Technical Comment Upcoming Event: Business Transitioning: Wrestling a Deal to Close 401k Plan Manager There are three main types of market neutral strategies including equity market-neutral, merger arbitrage, and convertible arbitrage. Market-neutral strategies are designed to generate returns that are independent […]
Learn more
STA Weekly Report – Active vs Passive Investing Part II
Written by Luke Patterson | Wednesday, August 29th, 2018
INSIDE THIS EDITION: Active vs. Passive Investing – Part II Weekly Technical Comment Upcoming Event: Business Transitioning: Wrestling a Deal to Close 401k Plan Manager   On part I of the active vs. passive investing debate, we discussed the choice between actively managed mutual funds and passive index funds/ETFs. Passive investing, however, is not the […]
Learn more

Contact STA

Thank you for your interest in STA Wealth Management!

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Phone:

281.822.8800 (HOUSTON AREA)

Email

Info@stawealth.com

Houston Headquarters

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

For directions to our offices, click here.

© 2018, STA Wealth Management. Disclosure. Website created by FuelFX LLC