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STA In The News

ThinkAdvisor
Advisors’ Advice: 11 Financial Mistakes Retirees Make

Saving and investing for retirement is probably the single most important issue for the clients of financial advisors, and outliving their retirement funds is a primary worry. Despite these priorities, however, mistakes are made, often before a client even hires an advisor or afterward, when the client fails to follow through on the advisor’s recommendation or outright opposes it.

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CNBC
In a search for fixed income, advisors look beyond mainstream bond funds

In the search for fixed income, financial advisors are looking beyond bonds to alternatives — from the commonplace to the more arcane. Some view certificates of deposit as an alternative to individual bonds in the current environment.

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Forbes
Getting Client Calls After A Stock Market Shift? Here’s How To Reassure Them

The stock market is known for its ups and downs, but when a major shift happens, many investors go into panic mode. As a financial advisor, you’ve likely received frantic calls from your clients during these times: Are their investments safe? Do they need to make changes to their portfolios? What does this mean for their financial future?

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Investopedia
How do I roll over a SIMPLE IRA to a Roth IRA?

If you leave your job and leave behind a SIMPLE (Savings Incentive Match Plan for Employees) IRA, you have the option to roll over the SIMPLE IRA balance to a Traditional IRA, another SIMPLE IRA plan or, depending on your new employer’s plan, you may be eligible to roll the funds into the 401(k) plan with your new employer.

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Financial Management Magazine
Surviving a layoff Don’t panic: It’s not the end of the world (just your job).

No finance professional wants to experience the sudden loss of a position, but the reality of the modern business landscape is that sometimes layoffs happen. Being laid off can be a traumatic blow, but quick action can help mitigate the fallout. Your success at lessening the impact of a layoff depends on being assertive and resourceful. The first steps you take after being laid off are some of the most crucial, but for many, the shock of dismissal can lead to emotional rather than logical decisions.

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Houston Business Journal
Houston Business Journal – People On The Move

Houston based STA Wealth Management names industry veteran Jim Atkinson as COO and Head of M&A. Rapid growth has facilitated the need for an executive with Jim’s background. Jim adds over 25 years’ experience and a unique insight into the operational and investment banking aspects of the wealth management industry. As COO/Head of M&A he is responsible for oversight of STAs operations and advisor acquisition team.

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Contact STA

Thank you for your interest in STA Wealth Management!

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 call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

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

Phone:

281.822.8800  

Sugar Land Office

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

Phone:

281.652.5303

Email

Info@stawealth.com

For directions to our Houston office, click here.