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STA In The News

MarketWatch
You may never see it as good as it is now’: Some wealthy Americans are prepping their finances for a possible Joe Biden presidency — here’s how

San Francisco accountant Scott Hoppe had a client who was planning to stretch the sale of founder shares in a tech-sector company over a three-year period. Instead, the client compressed the installment sale into a one-shot transaction this month.

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Forbes
What Is A REIT?

A REIT, or real estate investment trust, is a company that owns, operates or finances real estate. Investing in a REIT is an easy way for you to add real estate to your portfolio, providing diversification and access to historically high REIT dividend payments.

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Finance Market House
Margin Account vs. Cash Account: Which is better for traders?

Traders have two main options for their accounts: margin vs. cash. When deciding to choose a margin account vs. cash account, there are many factors to consider. In this TradingSim article, I’ll explain the difference between a margin vs. cash account. I’ll also write about how experienced day traders or people who are new to investing can choose the best account for them to have the best trading strategy.

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Forbes
What Is A Money Market Fund?

A money market fund is a type of mutual fund that invests in cash and low-risk, short-term debt securities. Money market funds are considered one of the least risky investment vehicles available, generating income—usually on par with short-term interest rates—that may be either taxable or tax-exempt, depending on the investments held by the fund. Money market funds are highly liquid, and they’re generally used by investors to manage cash or short-term savings.

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Go Banking Rates
How Not To Screw Up Your Retirement Once You’re There

You’ve put in your time in the working world and saved up a healthy nest egg so that you can enjoy your golden years in retirement. But even if you’ve done everything right up until now, there are ways you can unwittingly derail your retirement once you’re there.

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American Consequences
The Millennial Investor: A Generation’s Crisis-Conditioned Approach

The generation’s collective financial experience has been one of either chaos and calamity or stretches of productive recovery too calm and consistent to completely trust. Even as millennial millionaires grow in number aThe generation’s collective financial experience has been one of either chaos and calamity or stretches of productive recovery too calm and consistent to completely trust. Even as millennial millionaires grow in number and weigh what to do with their money, there’s a lingering trepidation.nd weigh what to do with their money, there’s a lingering trepidation.

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Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800


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Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303


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21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

Phone:

281.822.8800


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