Medicare Open Enrollment Period Begins October 15th
Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, October 9th, 2020
What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the past year. Read More Learn
STA Weekly Report – Should We Rethink the Role of Core Bonds in a 60/40 Portfolio?
Written by Luke Patterson | Saturday, October 3rd, 2020
INSIDE THIS EDITION:Should We Rethink the Role of Core Bonds in a 60/40 Portfolio?Year-End Tax Planning Checklist 2020Is ESG Investing Another Bull-Market Craze or Here to Stay?Coronavirus / COVID-19 Resource Center A 60/40 portfolio is synonyms of a well-diversified portfolio that is composed of public traded stocks and bonds. As indicated by the name, the Read More Learn
Year-End Tax Planning Checklist – 2020
Written by Scott A. Bishop, MBA, CPA/PFS, CFP® and Michael Churchill, CPA/MSPA, CFP® | Friday, October 2nd, 2020
What are appropriate checklists for year-end tax planning? From our experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout the year, we publish many timely tax-related articles (summarized here). In August this year, we also published our Top 10 Tax Planning Ideas for 2020. The tax Read More Learn
Is ESG Investing Another Bull-Market Craze or Here to Stay?
Written by Kevin Lenox, CFA®, CFP® | Thursday, October 1st, 2020
The environmental, social and governance (ESG) investing craze has become an ethical gold rush on Wall Street, as investors are attracted by the allure of earning higher returns while investing in “good” companies that occupy the moral high ground. Asset growth into ESG strategies has surged in 2020, as virtue signaling has gone mainstream. It’s Read More Learn
STA Weekly Report – Could Dividend and Buyback Activity in Banks be Signaling a Bank Stock Recovery?
Written by Luke Patterson | Friday, September 25th, 2020
INSIDE THIS EDITION: Could Dividend and Buyback Activity in Banks be Signaling a Bank Stock Recovery?Weekly Global Asset Class PerformanceTrump vs. Biden Tax Policy ProposalsCoronavirus / COVID-19 Resource Center Companies have different ways to return cash to shareholders. Cash dividends and stock buybacks are two of the most popular ways. Over the last two years, Read More Learn
Trump vs. Biden Tax Policy Proposals
Written by Scott Bishop, MBA, CPA/PFS, CFP® and Rolando Garcia, JD, CPA | Friday, September 25th, 2020
With less than two months away until the presidential election, President Donald Trump, the Republicans’ choice for another term, and Former Vice President Joe Biden, the Democratic nominee, are in the home stretch of making their cases to voters. Come Nov. 3, 2020, changes may be on the horizon based on each candidate’s differing views Read More Learn
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