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STA In The News

CNBC.com
Tax-efficient, customizable investments? Try a private portfolio.

While mutual funds and exchange-traded funds offer convenience, they have drawbacks, including lack of customization and transparency. And some are downright tax-inefficient. Investors who crave a more personalized approach but still want professional management might want to consider separately managed accounts.

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Investopedia
Top 6 Expenses That Are Cutting into Your Retirement Savings
Baby Boomers, the generation just starting to hit the retirement circuit, have a problem. Ongoing expenses are cutting into their retirement savings. The result: Most Boomers haven’t saved enough money in their retirement accounts to last them from the time they retire until they die

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Investopedia
Top 6 Expenses That Are Cutting into Your Retirement Savings
Baby Boomers, the generation just starting to hit the retirement circuit, have a problem. Ongoing expenses are cutting into their retirement savings. The result: Most Boomers haven’t saved enough money in their retirement accounts to last them from the time they retire until they die.
Learn more
Time
Stock-Market Highs Pose Vexing Questions for the Soon-to-Be Retired

Last November, expecting stock markets to fall off a cliff if Donald Trump were elected President, David Littell, a 64-year-old retirement expert, uncharacteristically panicked and sold off his stock holdings.

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Investor's Business Daily
Stop These Little Mistakes From Blossoming Into Big Problems

Because small mistakes often trigger large problems, advisors adopt processes and systems to prevent mishaps. They harness technology, provide staff training and create procedural safeguards to ensure accuracy and manage compliance tasks.

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Investopedia
3 Things Most Financial Planners Do Wrong
A reporter once asked me “What are the three things that most financial planners do wrong?” It was actually a great question that led to a great discussion. I have always believed that a client’s success is achieved by combining great planning and prudent investment management. So where do many financial planners go wrong?
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and for exploring our website. Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please reach out to us using the information below, or by completing the online form, and we’ll be in touch as quickly as possible!

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281.822.8800 (Houston area)

Email

info@stawealth.com

Houston Headquarters

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

For directions to our offices, click here.