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STA In The News

CNBC.com
Think you’re not rich enough to need a will? Think again

Does everyone need a will? And if so, when is the time to get one? “Many people think that they don’t need a will … since they don’t have an ‘estate,'” said certified financial planner Scott A. Bishop, partner with STA Wealth Management. “That is just wrong. “A will is not for you, but it is for those you love and leave behind,” he said. “When you die, someone has to settle your estate if you own anything.”

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CNBC.com
By selling now, investors risk missing an additional ‘melt-up’ in the market

With stocks notching new highs like clockwork – and some experts calling the market “frothy” and pointing to signs of a market top – some investors might be considering taking money off the table.

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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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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.