Articles

STA Weekly Report – The Appetite for Risk is Back

Written by Luke Patterson | Thursday, January 17th, 2019

INSIDE THIS EDITION:The Appetite for Risk is BackS&P 500 Nears Overhead Resistance While the VIX Tests Underlying SupportWeekly Snapshot of Global Asset Class Performance401k Plan Manager*Updated on 12/31/2018 The Appetite for Risk is Back Stocks have extended last week’s positive momentum with a broad-based rally, as investors seem encouraged by dovish Fed minutes and potential […]
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STA Weekly Report – Don’t Drop the Ball…It May Bounce

Written by Luke Patterson | Thursday, January 10th, 2019

INSIDE THIS EDITION:Don’t Drop The Ball…It May BounceU.S. Stock Indexes Have January ReboundStock Indexes Approach Overhead Resistance BarriersOther Signs of Short-Term Improvement Weekly Snapshot of Global Asset Class Performance401k Plan Manager *Updated on 12/31/2018 Back in early October, we wrote a piece titled What Goes Up Must Come Down. The message from that article was clear […]
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Key Financial and Tax Planning Numbers

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Wednesday, January 9th, 2019

We have updated our popular Key Numbers for 2018-2019 piece. This information can be used to get a head start on reviewing your planning for the new year, or as a good reminder to contact your tax and financial planning team. The attached summary lists planning numbers in the areas of: Income Tax Planning (Rates, Deductions, […]
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Are You Riding the Stock Market “Roller Coaster”?

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Monday, January 7th, 2019

Are You Riding the Stock Market “Roller Coaster”?Written By: Scott Bishop, MBA, CPA/PFS, CFP® Over the past few years, I have been writing articles on coordinating your investment discipline with your overall Financial Plan. Some of my recent articles talk about “Stress Testing” your portfolio and better aligning your overall portfolio allocation with your Financial Plan. Over the […]
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STA Weekly Report – Market Volatility Points to a Maturing Cycle with Heightened Uncertainties

Written by Luke Patterson | Friday, January 4th, 2019

INSIDE THIS EDITION: All of A Sudden, The Fundamentals Aren’t Looking As Strong S&P Meets Selling at February Low Apple Plunges On First Quarter Warning Ten-Year Treasury Yield Falls to Lowest Level In A Year Weekly Snapshot of Global Asset Class Performance 401k Plan Manager *Updated on 12/31/2018 Last year certainly unsettled investors. It started with […]
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STA Weekly Report – Despite the Current Equity Drawdown, Some Positives Emerge

Written by Luke Patterson | Thursday, December 27th, 2018

INSIDE THIS EDITION: So, A 1000 Point Rally…Should We Be Impressed?Weekly Snapshot of Global Asset Class Performance401k Plan Manager *Updated on 10/23/2018 Equity markets have just suffered through an atypical drawdown heading into the Christmas holiday. Atypical, because holiday cheer is often accompanied by lower trading volumes and oftentimes a “Santa Clause” rally. This year, in […]
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