Articles

STA Weekly Report – A Few Reasons to Remain Constructive on Equities

Written by Luke Patterson | Friday, November 20th, 2020

INSIDE THIS EDITION:A Few Reasons to Remain Constructive on EquitiesYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center We wanted to use this week’s commentary to highlight some of the things we are seeing across equity markets as we continue to actively monitor the worsening COVID-19 situation in many geographies. Read More
Learn more

STA Weekly Report – It Is Time to Start Thinking About Tax-Loss Harvesting

Written by Luke Patterson | Friday, November 13th, 2020

INSIDE THIS EDITION:It Is Time to Start Thinking About Tax-Loss HarvestingYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center 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 many asset classes despite the Read More
Learn more

STA Weekly Report – Post-Election Implications for Stocks and Bonds – copy

Written by Luke Patterson | Wednesday, November 4th, 2020

INSIDE THIS EDITION:Post-Election Implications for Stocks and BondsYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center Before we get into our weekly market commentary, we thought it would be worth showing the 2020 National Popular Vote Tracker below with some interesting data that shows how voting shifted this election compared Read More
Learn more

STA Weekly Report – The Week In Review and What It Means For Investors

Written by Luke Patterson | Friday, October 30th, 2020

INSIDE THIS EDITION:The Week In Review and What It Means For InvestorsYear-End Tax Planning Checklist 2020Coronavirus / COVID-19 Resource Center As we have said on numerous occasions over the last few weeks, equity market volatility was likely to increase heading into the US election as elections tend to provide markets and investors with considerable uncertainty. Read More
Learn more

STA Weekly Report – Does A Strong Equity Market Recovery Mean A GDP Recovery Lies Ahead?

Written by Luke Patterson | Friday, October 23rd, 2020

INSIDE THIS EDITION:Does A Strong Equity Market Recovery Mean A GDP Recovery Lies Ahead?Year-End Tax Planning Checklist 2020Coronavirus / COVID-19 Resource Center It has been a while since we provided a COVID-19 update as investor’s have shifted their focus to the upcoming November election. However, to be clear we think COVID bears some attention especially Read More
Learn more

Year-End Tax and Financial Planning Ideas Coronavirus / Election Edition

Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Michael Churchill, CPA/MSPA, CFP® | Friday, October 23rd, 2020

There is no question that 2020 has been a year that everyone just wants to put behind them and hope for a brighter 2021. But before you start thinking about 2021, do not forget about your 2020 year-end tax and financial planning because there are still opportunities and strategies to consider, at least from a Read More
Learn more

« Previous 1 2 3 4 5 … 36 Next »

Question?

Listen.

Subscribe.

Insights.

Contact STA

Thank you for your interest in STA Wealth Management!

Houston Headquarters

Phone:

Sugar Land Office

Phone:

Woodlands Office

Phone:

Email