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Key Financial and Tax Planning Numbers
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”?
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
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
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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STA Weekly Report – Global Cooling
INSIDE THIS EDITION: Global CoolingWhat Investing Lessons Has 2018 Taught Us?Year-End Tax Planning and Financial IdeasWeekly Snapshot of Global Asset Class Performance401k Plan Manager  *Updated on 10/23/2018 The S&P 500 is three-percent from bear market territory (the NASDAQ is already there), the DOW is accelerating its losses, down 462 points today amid partial government shutdown fears, […]
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STA Weekly Report – Revisiting History in Light of Recent Volatility
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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Houston Headquarters

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

Phone:

281.822.8800  

Sugar Land Office

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

Phone:

281.652.5303

Email

Info@stawealth.com

For directions to our Houston office, click here.