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STA In The News

American Consequences
The Millennial Investor: A Generation’s Crisis-Conditioned Approach

The generation’s collective financial experience has been one of either chaos and calamity or stretches of productive recovery too calm and consistent to completely trust. Even as millennial millionaires grow in number aThe generation’s collective financial experience has been one of either chaos and calamity or stretches of productive recovery too calm and consistent to completely trust. Even as millennial millionaires grow in number and weigh what to do with their money, there’s a lingering trepidation.nd weigh what to do with their money, there’s a lingering trepidation.

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Finance Market House
Top 5 Alternatives to the Stretch IRA

The Stretch IRA (individual retirement account) was a popular tax strategy. The strategy benefitted wealthy people who wanted to leave their robust retirement accounts to their heirs. However, there are alternatives to the retirement account that can benefit investors.

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Forbes
Cash Account vs Margin Account: Which Do I Need?

Online stock brokers offer two types of accounts: cash accounts and margin accounts. Both allow you to buy and sell investments, but margin accounts also lend you money for investing and come with special features for advanced investors, like short selling. We’ll tell you what you need to know about brokerage cash accounts and margin accounts, and help you decide which account type is right for you.

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MarketWatch
The CARES Act allows some savers Americans to take money out of their retirement accounts — but advisers say they should proceed with caution

We have $190,000 in retirement savings and want to use the COVID-related distribution rules to pay off $40,000 in debt — should we?

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Bankrate
What to do with an inheritance

Receiving an inheritance after the passing of a loved one, especially when it’s unexpected, might leave you feeling a little overwhelmed by the options.

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Mass Mutual
Social Security filing strategies for the widowed

Losing a spouse is difficult, but it can be comforting to know that Social Security survivors benefits could help keep your financial house in order in the years ahead.

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

Phone:

281.822.8800


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

Phone:

281.652.5303


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The Woodlands, TX 77380

Phone:

281.822.8800


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