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STA In The News

Investment News
13 Cringeworthy Statements from Clients

Clients can say the darnedest things. Here are some zingers that had us shaking our heads. One thing that always makes me cringe is when I hear a client say something like, “Do whatever you think is best…I trust you.” That means it is 100% on me and if it goes less than perfectly, it is my fault. I don’t let the client get away with that and I will still go through the options and/or why I think it is the best thing to do, but I want a positive statement like, “Thank you for explaining that and I agree with your recommendation.” — Scott A. Bishop, executive vice president and partner, STA Wealth Management

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5 Reasons to Convert Your Roth to a Traditional IRA

The advantages of Converting Traditional IRA Savings to a Roth IRA are well-known, having been finely honed in the nearly two decades since the Roth was born. In fact, the long-term tax benefits of a Roth IRA seem so obvious that you (assuming you qualify for a Roth) simply would never consider making the switch to a traditional individual retirement account.

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FPA of Silicon Valley
Crystal Ball Gazing: Watch for These Seven Developments and Their Impact on Your Finances

Here’s what we know: The U.S. economy remains in high gear. Unemployment is near all-time lows. Investors are content as the stock market continues its lengthy run-up. Interest rates have nudged higher, as has the U.S. inflation rate. All against the backdrop of a volatile global political climate.

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FPA of Silicon Valley
The Power of Financial Planning, Part Four

Here in the fourth installment of a five-part article series on The Power of Financial Planning, we look at the power of experience in financial planning — what a person stands to gain in working with a financial professional whose track record suggests they’re well-equipped to meet that person’s unique planning needs. In the world of financial planning, where it can be difficult to discern one financial adviser from the next amid a myriad of professional designations, specializations and marketing claims, experience can be a true differentiator.

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Six Tips For Managing Financial Risks In Middle Age

According to a 2016 survey by the Transamerica Center for Retirement Studies, those in Generation X currently have an average household retirement savings of just $69,000. Of course, this data could be concerning: How will this generation effectively move toward a comfortable retirement? Additionally, multiple financial risks can further reduce their retirement options, so it’s important for middle-aged Americans to be aware of them.

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Is Now the Time to Restructure Your Business?

On August 16, the Federal Register published the IRS’s draft regulations to clarify the new law that provides a 20% deduction on pass-through business income. Under the Tax Cuts and Jobs Act passed in December 2017, this law will be in effect for tax years 2018 through 2025.

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