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Articles

STA Weekly Report – An Introduction to Quantitative Tightening
INSIDE THIS EDITION: An Introduction to Quantitative Tightening Weekly Technical Comment What is Asset Allocation and How Do I Integrate it into My Financial Plan? 401k Plan Manager   An Introduction to Quantitative Tightening Over the last 10 years, central banks around the world have put more than $12 trillion of extra cash into the Read More
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What is Asset Allocation and How Do I Integrate it into My Financial Plan?
As a long-time financial planner, I find it very important to make sure that a client’s portfolio is aligned with their overall financial plan.  Many investment advisors or planners try to figure out a client’s portfolio allocation via a questionnaire.  Although some questionnaires are good and some are bad, I feel that the best allocation Read More
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STA Weekly Report – What You Should Know About Tariffs and Potential Trade War
INSIDE THIS EDITION: What You Should Know About Tariffs and Potential Trade War Weekly Technical Comment IRS Finally Says Back Door Roths Are OK 401k Plan Manager       IRS Finally Says Back-Door Roths Are OK STA Wealth participates in the Ed Slott Elite IRA Advisor Program.  As part of that access, we get Read More
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STA Weekly Report – The Math of Investment Returns
INSIDE THIS EDITION: The Math of Investment Returns Weekly Technical Comment Six Things to Consider Before Retiring From Your Business 401k Plan Manager Most investors know the math associated with getting back to “breakeven” after sustaining a loss. The example that is typically given is that it requires a 100% return to recover from a Read More
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Will the Next Bear Market Destroy your Portfolio and Retirement Plan?
Over the last few weeks with continuing market volatility, I have been reading more about those close to Retirement worrying about how the next “Bear Market” will impact or destroy their retirement goals and dreams.  There was even a recent piece from MarketWatch titled “The next bear market in stocks will spark a retirement crisis”.  I Read More
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STA Weekly Report – Recession Forecasting: Plan Ahead for Stormy Weather
INSIDE THIS EDITION: Recession Forecasting: Plan Ahead for Stormy Weather Weekly Technical Comment Will The Next Bear Market Destroy your Portfolio and Retirement Plan? 401k Plan Manager Bull markets don’t die of old age. Many investors, unfortunately, have tried to time the market solely based on the duration of the business cycle. For these investors, Read More
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