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STA In The News

Nerd Wallet
Expecting Higher Taxes Post-Election? Consider This Investing Workaround

While campaigning, President-elect Joe Biden highlighted his plans to make some revisions to the current tax code. Now that the election has been decided, some people might be wondering how his tax plans might affect them.

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Hanging It Up: Pandemic Prompts Early Retirements

The coronavirus pandemic has dramatically altered the labor market, with struggling companies resorting to layoffs and furloughs to deal with economic hardship. But many companies are also offering an olive branch of sorts to employees in the form of early retirement packages–whether employees want it or not.

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COVID Retirement

Scott Bishop speaks to Jimmy Barrett and Shara Fryer on 740KTRH.

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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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Houston Headquarters

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



Sugar Land Office

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



Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380




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