Articles

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
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STA Weekly Report – Third-Quarter Recap and What The Fourth-Quarter Could Bring

Written by Luke Patterson | Friday, October 9th, 2020

INSIDE THIS EDITION:Third-Quarter Recap and What The Fourth-Quarter Could BringYear-End Tax Planning Checklist 2020Is ESG Investing Another Bull-Market Craze or Here to Stay?Medicare Open Enrollment Begins October 15thCoronavirus / COVID-19 Resource Center The third quarter was marked by 2 steps forward and one step back with July and August seeing positive total returns for the Read More
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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
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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
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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
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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
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