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STA In The News

CNBC
Are you prepared if the market tanks in Q4?

We all love these new market highs, but it is always good to have a disciplined portfolio strategy to protect your money in the event of a market decline. With that in mind, CNBC asked Scott Bishop, Director of Financial Planning to write an article titled “Are you prepared if the market tanks in Q4?” If you are unable to follow the link, please click here for a PDF Version.

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NBC Houston
Financial Pitfalls For Women To Avoid

According to financial advisor Suze Orman, women know they shouldn’t let a friend borrow money, or be the co-signer on a big purchase, but they do. And when the borrower defaults, they lose. Mistake number 2: Women let partners pay the bills. Michael Smith, the president of STA Wealth Management in Houston says too often women let their partners balance the checkbook and pay the bills. If you are unable to follow the link, please click here for a PDF Version.

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Financial Advisor
A Bigger Giving Tree

Charitable giving continues to climb this year, even if you don’t count the $2.1 billion gift Warren Buffett threw in the pot in July. Donors and charities are feeling more confident as the economy and markets improve, according to those who track charitable giving, and the trend is expected to continue. If you are unable to follow the link, please click here for a PDF Version.

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The Wall Street Journal
Bargains to Be Had in November

When we think of November, Thanksgiving comes to mind. But November is about a lot more than turkey: Open enrollment for 2015 health coverage begins Nov. 15. It is a good time to reassess your policy and make sure it fits your needs. Be sure you’re getting the most from employer health plans. If you are unable to follow the link, please click here for a PDF Version.

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Investors.com
Social Security Benefits: When To Start Them

When should you start taking your Social Security benefits? Timing matters. You can start as early as age 62. But waiting can boost the amount you receive over the rest of your life in retirement. If you are unable to follow the link, please click here for a PDF Version.

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Market Watch
5 Real Estate Mistakes Retirees Make

Most people heading into retirement inevitably make some sort of real estate decision—whether they downsize, relocate to a different community or make renovations to an existing home that makes the place more accessible to live in as they get older. So, not surprisingly, there are numerous real estate mistakes people in this group make. 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.