Articles

STA Weekly Report – 2020 Market Recap. Some Thoughts on Markets and Inflation for 2021

Written by Luke Patterson | Friday, January 8th, 2021

INSIDE THIS EDITION:2020 Market Recap. Some Thoughts on Markets and Inflation for 2021Coronavirus / COVID-19 Resource Center For this week, we will provide a brief recap of 2020 and then get into a high-level discussion of what we expect for 2021 across major asset classes including stocks and bonds, as well as our thoughts on Read More
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STA Weekly Report – Three Important Lessons Markets Taught Investors in 2020, and What They Mean for Portfolios

Written by Luke Patterson | Thursday, December 31st, 2020

INSIDE THIS EDITION:Three Important Lessons Markets Taught Investors in 2020, and What They Mean for PortfoliosCoronavirus / COVID-19 Resource Center Each year always presents us an opportunity to conduct a post-mortem that can, over time, lead to considerable improvement in how investment decisions are made and executed. In fact, many of the best investors in Read More
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Pandemic Legislation Brings Welcomed Stimulus Payments and Tax Relief

Written by Scott Bishop, MBA, CPA/PFS, CFP® and Rolando Garcia, JD, CPA | Tuesday, December 29th, 2020

We just wrote an update on the PPP Loan and Deductible Expenditures Relief. Rolando and I wanted to share additional information now that on December 27, 2020, President Trump signed a $2.3 trillion Coronavirus relief and government funding bill, Consolidated Appropriations Act of 2021, into law extending billions of dollars in relief aid to individuals Read More
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STA Weekly Report – How the Transition to Renewable Energy will Affect Geopolitics and The US Dollar

Written by Luke Patterson | Wednesday, December 23rd, 2020

INSIDE THIS EDITION:How the Transition to Renewable Energy will Affect Geopolitics and The US DollarYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center This week’s commentary marks the last of five installments where we have been discussing five major trends that we believe investors should be watching as we move Read More
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PPP Expenses Will Now Be Deductible

Written by Scott Bishop, MBA, CPA/PFS, CFP® and Rolando Garcia, JD, CPA | Wednesday, December 23rd, 2020

New Relief Package Set to Allow PPP Covered Expense Deductibility, Expanded Credits and Stimulus Payments Over the last couple of months, we have been fielding questions from many clients about the CARES Act – especially the loans and the forgiveness of loans available for small businesses that we outline in our Coronavirus Resource Center. I Read More
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STA Weekly Report – Why The Rise of Asia Is An Important Unstoppable Secular Trend

Written by Luke Patterson | Friday, December 18th, 2020

INSIDE THIS EDITION:Why The Rise of Asia Is An Important Unstoppable Secular TrendInterview with Matt Hougan from BitWiseYear-End Tax and Financial Planning Ideas Coronavirus / Election EditionCoronavirus / COVID-19 Resource Center This week’s commentary will be the 4th installment discussing five major trends that we believe investors should be watching as we move into 2021. Read More
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