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STA Weekly Report – Is the Market Selloff Close to Ending?
INSIDE THIS EDITION: Is the Market Selloff Close to Ending? Weekly Technical Comment November is National Family Caregivers Month 401k Plan Manager  *Updated on 10/23/2018 In October, the S&P 500 index was down nearly 8%, its worst month since 2009. The markets outside the U.S. didn’t fare any better. It was a synchronized sell-off – global […]
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November is National Family Caregivers Month
November is National Family Caregivers Month By presidential proclamation, November is National Family Caregivers Month. Each day, parents, children, siblings, and spouses selflessly sacrifice their time and energy to care for family members affected by illness, injury, or disability. Caregiving can exact an emotional, physical, and financial toll. It is important for caregivers to know […]
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Checklist for 2018 Year-End Tax Planning
(Updated for the Tax Cut and Jobs Act of 2017) What are appropriate checklists for year-end tax planning? In our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout the year, we publish many timely tax related articles (summarized here).  Now that everyone has filed, we […]
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STA Weekly Report – Volatility Rises and Stock Losses Mount
INSIDE THIS EDITION: Volatility Rises and Stock Losses Mount Weekly Technical Comment Changes in Tax Rules for Partnerships and some LLCs 401k Plan Manager  *Updated on 10/23/2018 More specifically, we highlighted the increasing amount of corporate debt used for activities that look to us like financial engineering rather than to fuel future growth. Take for example […]
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Changes in Tax Rules for Partnerships and some LLCs
The final regulations were recently published by the Internal Revenue Service that effects businesses taxed as partnerships with less than 100 partners.  The classification of partnerships would include General Partnerships, Limited Partnerships, Family Partnerships, and Limited Liability Companies (LLCs) (taxed as a partnership).  After talking to several of our legal and tax experts, such as […]
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STA Weekly Report – An Abrupt Market Selloff: Should Investors Care?
INSIDE THIS EDITION: An Abrupt Market Selloff: Should Investors Care? Weekly Technical Comment Medicare Open Enrollment Begins October 15th 401k Plan Manager An Abrupt Market Selloff: Should Investors Care? The U.S. equity market kicked off October with a sharp, sudden, and broad-based selloff. From Oct 3rd to Oct 11th, the S&P 500 index had six […]
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Houston Headquarters

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

Phone:

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Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303

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Info@stawealth.com

For directions to our Houston office, click here.