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Articles

STA Weekly Report – Tax Loss Harvesting Season is Upon Us
INSIDE THIS EDITION:Tax Loss Harvesting Season is Upon UsWeekly Snapshot of Global Asset Class PerformanceRecession Survival Guide401k Plan Manager With only a few weeks until Thanksgiving, the tax-loss harvesting season is once again upon us. While this year has been marked by strong gains across most asset classes, it is still important to review accounts […]
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STA Weekly Report – Do Not Let Your Political Views Cloud Your Investment Decisions
INSIDE THIS EDITION:Do Not Let Your Political Views Cloud Your Investment DecisionsWeekly Snapshot of Global Asset Class PerformanceMedicare Open Enrollment Started October 15th401k Plan Manager In a recent survey conducted by Pew Research Center, Americans were asked “Would you rate economic conditions in this country today… as excellent, good, only fair, or poor?”.  Of those […]
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1031 Exchanges
1031 Exchanges What real estate investors should know before deciding to sell their real property This article will focus on the typical 1031 exchanges for most real estate exchange transactions when sellers wish to sell their business or investment property and reinvest their proceeds into another property.  Keep in mind there are other types of […]
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STA Weekly Report – The Impact of Zero Trading Costs
INSIDE THIS EDITION:The Impact of Zero Trading Costs Weekly Snapshot of Global Asset Class PerformanceMedicare Open Enrollment Started October 15th401k Plan Manager The Impact of Zero Trading Costs Over the last several weeks, we have seen several brokerage firms and custodians eliminate the transaction costs associated with equity and options trades. The first to do […]
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Recession Survival Guide
Over the years, I have written many articles on financial planning. Several of those have been “guides” to help readers through different stages of their life or lifecycle events. Two of those were the Retirement Survival Guide and Layoff Survival Guide. Over the last year or two, I have had many friends and clients ask about the pending […]
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STA Weekly Report – Is the Bull Market Close to an End?
INSIDE THIS EDITION:Is the Bull Market Close to an End?Weekly Snapshot of Global Asset Class PerformanceMedicare Open Enrollment Started October 15th401k Plan Manager Diversification and Efficient Frontier Portfolios It has been more than 10 years since the S&P 500 bottomed on March 9th of 2009. Is this extended bull market near its end? The answer […]
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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

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.