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STA In The News

Think Advisor
11 Big Investing Mistakes Advisors, Clients Made: Advisors’ Advice

Investment mistakes are par for the course for anyone putting money into financial markets, but like most mistakes they can be valuable, serving as a red-flag warning or a lesson for the future. We asked financial advisors about the worst investing mistakes they or their clients have ever made.

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Houston CPA Forum
Houston CPA Society Form (October/November 2020)

Although the stock market has started to rally, many sectors have yet to rebound.  That is very true in the oil and gas industry.  Many of our Texas clients are reliant on the oil and gas sector for both their work and retirement benefits.  With that in mind, follow this link to see the article as it appeared in the Houston CPA Society Forum called “The Hits Keep Coming to the Energy Sector as Exxon Gets Booted from the Dow: How This May Impact Your Portfolio and Financial Plan”.

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Discover Financial
How to Handle a Pay Cut: Budgeting in Uncertain Times

Are you stressed by an income reduction? Try these budgeting tips to survive a pay cut and thrive during this challenging time. A pay cut, whether big or small, can catch you off guard—and throw your finances into disarray. While a salary cut is different than a layoff, it can leave you feeling just as uncertain.

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Certains riches Américains préparent déjà leurs finances pour une présidence Joe Biden (Some wealthy Americans are already preparing their finances for a presidency Joe Biden)

Le comptable de San Francisco, Scott Hoppe, avait un client qui prévoyait d’étendre la vente des actions du fondateur d’une entreprise du secteur technologique sur une période de trois ans. (English Translation: San Francisco accountant Scott Hoppe had a client who planned to expand the sale of shares in the founder of a tech company over a three-year period.)

Crush The Street
Democrats Want a Wealth Tax. Jamie Dimon Says It’s Impossible

With a make-or-break election in sight, a crucial decision looms that will determine the course of America’s future. We’ve already witnessed the impact of President Trump’s business-friendly 2017 tax reform. If Joe Biden is put in control, the changes would be drastic.

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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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