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STA In The News

Bloomberg View
Crashes, Liquidity and Unicorns

Happy August! The S&P 500 was down 3.2 percent on Friday and 5.8 percent for the week; the last time it fell more than 100 points in a week was in October 2008. Futures were down more than 2.2 percent as of last night; as of 8 a.m. they were down about 3.6 percent.

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Financial Advisor
Advisors Stay The Course Amid Monday’s Market Drop

As the markets caught the Chinese flu on Monday morning, financial advisors were calmer than the Dalai Lama. The mood was captured in a morning alert from Naples, Fla.-based Capital Wealth Planning which said, “We’ve been down here before.”

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The Wall Street Journal
Advisors Reassure Clients on a Big Down Day

The market’s sharp drop on Friday had financial advisors fielding questions from some clients and preparing message to reassure them. If you are unable to follow the link, please click here for a PDF Version

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Go Banking Rates
7 Questions To Ask Yourself Before Deciding To Retire

Few Americans save enough for retirement. Whether due to financial issues or a lack of foresight, a lot of people either don’t give much thought to retirement or are unable to save up enough to help them fund their elder years. In fact, only 13 percent of people who haven’t retired yet say they’ve given a lot of thought to financial planning for retirement, according to a survey conducted by the Federal Reserve Board. Nearly 40 percent say they have given little to no thought to retirement planning. If you are unable to follow the link, please click here for a PDF Version.

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USA Today
Being Paid To Quit? Tread Carefully On Buyout Offers

Your company is offering an early retirement package, and your first inclination might be to go for it. But there’s a lot to think about. “Make sure that the severance package will be enough for you to make the transition to the next phase of your life,” says Scott Bishop, director of financial planning at STA Wealth Management in Houston. For Baby Boomers in particular, who may decide not to work again, “whether or not you accept the terms of your severance plan … may be the most important decision you make in your lifetime.” If you are unable to follow the link, please click here for a PDF Version, or here as well.

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Wealth Management
When Retirement Comes Early

Scott Bishop is a financial planner in Houston, a city that has seen thousands of job layoffs this year in the wake of the collapse in oil prices. Many of the job cuts have hit executives at the big Houston-based oilfield services companies, so Bishop has seen his share of clients facing the prospect of an early—and unplanned—retirement. If you are unable to follow the link, please click here for a PDF Version. 

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Contact STA

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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.