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STA In The News

USA Today
Top 5 Tax Questions Answered

Some issues come up every tax season, such as the details behind the earned income tax credit or which education credits to claim. Other issues come up so infrequently that they raise even more questions when people run into them, like whether a foreclosed home is counted as income because the debt was canceled. With less than a month to go before the deadline to file your 2014 tax return, these are the top questions tax pros say they are still getting from filers, and their answers. If you are unable to follow the link, please click here for a PDF Version.

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When Selling Winning Stocks Makes Sense

Q: Is there a benefit to taking profit on a stock that has done well over several years? It was $24 when we bought it and is $64 now. We will be in the lowest tax bracket this year and should be in a higher bracket in a later year. A planner suggested selling some, paying taxes on the profit, and repurchasing it. — Viola C. If you are unable to follow the link, please click here for a PDF Version.

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Meet the NFIB/Texas Member of the Month | February

Mike Smith is the president and general partner of STA Wealth Management, a Houston financial firm established in 2002, which focuses on delivering high quality financial planning and portfolio management to their small business clients. STA Wealth Management provides high quality financial planning and portfolio management to their clients and continually keeps clients educated and updated on portfolio performance and market analysis. If you are unable to follow the link, please click here for a PDF version.

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The Wall Street Journal
The Challenge of Aging Clients’ Shrinking Assets

Often many elderly clients have no choice but to draw down their retirement nest eggs, whether to maintain their standard of living or pay for costly health-care services.If you are unable to follow the link, please click here for a PDF Version.

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Houston Business Journal
STA Wealth Management Ranked Among Houston’s Largest Stockbrokerages and Money Management Firms

Marking a first in its history, STA Wealth Management has been ranked among the Houston area’s largest stockbrokerages and money management firms in the Houston Business Journal’s Book of Lists for 2014-15. With seven local stockbrokers, STA Wealth was listed as the 19th largest stockbrokerage in the area. In addition, STA Wealth was ranked as the 22nd largest money management firm in Houston with $630 million in asset volume. “We are excited to be included in these respected rankings,” said STA Wealth Management Principal and Chief Investment Officer Luke Patterson. “It is a tribute to our employees’ dedication and hard work in serving our clients and helping them achieve their financial and personal goals.” HBJSTA


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Bank Rate
Finances For The Marrying Kind

The number of remarriages has been steadily rising over the past few decades, with 40 percent of unions in 2013 involving at least one spouse who had walked down the aisle before.In 20 percent of remarriages, both spouses had previously tied the knot, according to the Pew Research Center. If you are unable to follow the link, please click here for a PDF Version.

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Houston, TX 77024



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Sugar Land, TX 77478




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