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Articles

Families First Coronavirus Response Act Signed into Law
Introduction It has been hard to escape the impact of the Coronavirus and the effect on the markets, the economy, and to our friends and family.  I met with Rolando Garcia, JD/CPA at Doeren Mayhew to discuss the Families First Coronavirus Response Act that was just signed into law.  The following discussion shares what has […]
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STA Weekly Report – Focus on Things That You Can Control
INSIDE THIS EDITION:Focus on Things That You Can ControlKHOU Interview – “How to protect investments amid coronavirus uncertainty on Wall Street“STA Wealth Recession Survival Guide401k Plan Manager KHOU 11 News Interview: Coronavirus: Have a plan to protect your investments “An STA Wealth Management financial adviser said the unknown is fueling the roller coaster we’re seeing […]
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STA Weekly Report – Thoughts on a Volatile Week
INSIDE THIS EDITION:Thoughts on a Volatile WeekKHOU Interview – “How to protect investments amid coronavirus uncertainty on Wall Street“STA Money Hour – Qualified Opportunity Zones Interview401k Plan Manager As you are likely aware, the Coronavirus outbreak has led to a great deal of volatility across stock and bond markets over the past several weeks. In […]
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STA Weekly Report – Calls for Central Bank Stimulus Growing
INSIDE THIS EDITION:Calls for Central Bank Stimulus GrowingWeekly Snapshot of Global Asset Class PerformanceSTA Money Hour – Qualified Opportunity Zones Interview401k Plan Manager After last week saw a sharp selloff due to the seemingly unavoidable spread of Coronavirus, the calls for the Fed to step in with a monetary intervention grew throughout the weekend. Jarome […]
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STA Weekly Report – Perspective for a Down Day in Equities
INSIDE THIS EDITION: Perspective for a Down Day in Equities Weekly Snapshot of Global Asset Class Performance Financial Planning Goals for 2020 401k Plan Manager This week, we saw the domestic stock market open the week by posting a drop of more than 3%. It then followed that performance on Tuesday with another down 3% […]
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Using Qualified Opportunity Zones both as a Tax Strategy and Investment
By Scott A. Bishop, MBA, CPA/PFS, CFP® and Rolando Garcia, JD, CPA February 21, 2020 Introduction As part of the 2017 Tax Cuts and Jobs Act (“TCJA”), Congress enacted legislation designed to help underserved communities by incentivizing investors with tax benefits encouraging them to deploy capital in Qualified Opportunity Zones (“QOZ”).  The goal was to […]
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800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800  

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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.