Articles

STA Weekly Report – Revisiting History in Light of Recent Volatility

Written by Luke Patterson | Thursday, December 13th, 2018

INSIDE THIS EDITION: Revisiting History in Light of Recent Volatility Year-End Tax Planning and Financial Ideas Weekly Snapshot of Global Asset Class Performance 401k Plan Manager *Updated on 10/23/2018 The first half of December kicked off with more equity market fireworks Weekly Technical Comment S&P 500 May Have More Downside to Come The daily bars […]
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STA Weekly Report – Inflation, Interest Rates, and Monetary Policy

Written by Luke Patterson | Thursday, November 29th, 2018

INSIDE THIS EDITION: Inflation, Interest Rates, and Monetary Policy Year-End Tax Planning and Financial Ideas Weekly Snapshot of Global Asset Class Performance 401k Plan Manager *Updated on 10/23/2018 The accelerating pace interest rate increases in 2018 has certainly caused some painful experiences for bond investors. Written By: Scott Bishop, MBA, CPA/PFS, CFP® The end of the year […]
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STA Weekly Report – What Can We Learn From Holiday Returns?

Written by Luke Patterson | Wednesday, November 21st, 2018

INSIDE THIS EDITION: What Can We Learn From Holiday Returns? Year-End Tax Planning and Financial Ideas Weekly Snapshot of Global Asset Class Performance 401k Plan Manager *Updated on 10/23/2018 What Can We Learn From Holiday Returns? After October delivered a thrashing to broad swaths of the equity market, November opened with relative calm. However, equity markets […]
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STA Weekly Report – Tis The Season to Give Thanks and to Tax Loss Harvest

Written by Luke Patterson | Thursday, November 15th, 2018

INSIDE THIS EDITION: Tis The Season to Give Thanks and to Tax Loss Harvest Weekly Technical Comment Year-End Tax Planning and Financial Ideas Weekly Snapshot of Global Asset Class Performance 401k Plan Manager *Updated on 10/23/2018 Time flies so fast that Thanksgiving is already around the corner. This year has been an uneasy one for investors, […]
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Year-end Tax and Financial Planning Ideas

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, November 15th, 2018

The end of the year presents a unique opportunity to look at your overall personal financial planning situation. With factors like the 2018 tax law changes, life changes or just working towards your goals, now is an especially important time to review things. It is always a good time to see if you are on-track […]
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STA Weekly Report – Moving Averages and Your Portfolio

Written by Luke Patterson | Thursday, November 8th, 2018

INSIDE THIS EDITION: Moving Averages and Your Portfolio Weekly Technical Comment November is National Family Caregivers Month 401k Plan Manager *Updated on 10/23/2018 Investors sometimes rely on simple moving averages to determine trading opportunities in financial markets. The reason is that moving averages can indicate new trends in asset prices. They may also use simple […]
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