Articles

STA Weekly Report -Macroeconomic Environment Still Presents Opportunity

Written by Luke Patterson | Thursday, April 11th, 2019

INSIDE THIS EDITION:Macroeconomic Environment Still Presents OpportunityRussell 2000 Small Cap Index is Trying to Clear Its 200-Day Moving AverageEnergy Stocks Are Trying to Clear Their 200-Day LineBanks Are Holding the XLF BackSTA Money Hour, Upcoming Special Guest Mary Beth Franklin, CFP®401k Plan Manager*Updated on 12/31/2018 Macroeconomic Environment Still Presents Opportunity As investors know, taking the […]
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STA Weekly Report – How to Position Your Portfolio for the Late Cycle

Written by Luke Patterson | Thursday, April 11th, 2019

INSIDE THIS EDITION:How to Position Your Portfolio for the Late CycleRussell 2000 Small Cap Index is Trying to Clear Its 200-Day Moving AverageEnergy Stocks are Trying to Clear their 200-Day lineIRS Issues Annual List of Tax Scams 401k Plan Manager*Updated on 12/31/2018 How to Position Your Portfolio for the Late Cycle Generally, a business cycle […]
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IRS Issues Annual List of Tax Scams

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Tuesday, April 9th, 2019

The IRS recently issued its annual list of tax scams. The list highlights various scams that taxpayers may encounter, many of which occur during tax filing season. Here are some of the scams that are highlighted on the list. At STA Wealth, we want to help you avoid being a victim of these scams! Phishing […]
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STA Weekly Report – Strategies to Consider that May Improve your Tax Situation

Written by Luke Patterson | Thursday, April 4th, 2019

INSIDE THIS EDITION:Strategies to Consider that May Improve your Tax SituationForeign Stocks Are RisingEurozone IShares Are Also StrongerTimely Tax Related Articles401k Plan Manager*Updated on 12/31/2018 While it is hard to believe, the tax deadline is less than two weeks away. For accountants and other tax preparers, this means an increased workload. For investors however, this […]
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STA Weekly Report – Are We Close to the End of The Interest Rate Hiking Cycle

Written by Luke Patterson | Friday, March 29th, 2019

INSIDE THIS EDITION:Are We Close to the End of the Interest Rate Hiking Cycle?Major Stock Indexes Maintain Their 2019 UptrendsRetirement income and Inflation 401k Plan Manager*Updated on 12/31/2018 The U.S. Federal Reserve ended their two-day FOMC (Federal Open Market Committee) meeting on March 20th keeping the interest rate unchanged. This was widely expected, given that […]
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How to Choose Your Best Pension Annuity Option

Written by Scott Bishop, MBA, CPA/PFS, CFP® and Elena Sharma, CFP®, RICP® | Thursday, March 21st, 2019

Executive Summary In 2017, we wrote an article for STA clients titled, “How Do You Maximize Your Pension Plan.” In that article we shared an in-depth white paper on many things to consider when optimizing your pension plan in coordination with your financial plan. Please refer to the article for a full discussion regarding: Choosing […]
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