Stegent Equity Advisors, Inc.

Comprehensive financial planning | Tax-efficient investment management | Largest wealth management firms in Houston (2019- 2021) by Houston Business Journal

[Stegent Equity Advisors, Inc. @StegentEquity]

https://t.co/1qFfT2MR2j 4 years in a row! Congratulations @AudreyPetrash @CBatesSEA @LoydStegent

[Stegent Equity Advisors, Inc. @StegentEquity]

For the more than 60 million Americans who are on #Medicare, this time of year is an important one. Medicare #OpenEnrollment began on October 15 and runs through December 7. https://t.co/L3ZYMfElXD

[Stegent Equity Advisors, Inc. @StegentEquity]

The SECURE Act was primarily intended to expand opportunities for individuals to increase their #retirementsavings and to simplify the administration of #retirement plans. But the changes weren't all positive. https://t.co/EalOyWwQxl

[Stegent Equity Advisors, Inc. @StegentEquity]

When people use the word “own” in the context of #investments, they are most often referring to possession – the investments that one has purchased and that belong to them. But do you OWN the investments you own? https://t.co/0DIz9dhl9z

[Stegent Equity Advisors, Inc. @StegentEquity]

Those who have served as an executor know the value of an #estateplanning version of a GPS navigator. But it takes foresight and execution. You don't do it for you. You do it for those who come after you. @BenSimiskey https://t.co/kS28CT1hRE

[Stegent Equity Advisors, Inc. @StegentEquity]

There's much debate in Washington, D.C. about a #stimuluspackage. What kind of stimulus do you need to move forward with your own personal finances? #financialplanning @BenSimiskey https://t.co/wy4GFyZ7i4

[Stegent Equity Advisors, Inc. @StegentEquity]

Have you ever wondered what factors you should consider when choosing an executor? Read what our own @BenSimiskey had to say when a @MarketWatch reader asked that question. #EstatePlanning https://t.co/xYUshHuIUg

[Chuck Bates @askchuckb]

Do you have a college-bound student ? The 2021-2022 FAFSA became available yesterday.

https://t.co/zqO0qraAGb

It’s not to early to get started !

[Stegent Equity Advisors, Inc. @StegentEquity]

We can self-inflict significant – sometimes irreparable – damage to our personal, long-term goals when we fail to #communicate or communicate ineffectively. https://t.co/XgyMSTmVMu

[Stegent Equity Advisors, Inc. @StegentEquity]

16 Big Estate Planning Mistakes Clients Make: Advisors’ Advice (including one tip from our Director of Wealth Management, @BenSimiskey) https://t.co/2oMt1yobDG via @ThinkAdvisor #EstatePlanning

[Stegent Equity Advisors, Inc. @StegentEquity]

Like the NBA, personal #financialplanning is a “make-or-miss league.” There are loads of “advanced analytics” and “in-game strategies” to distract us from doing the mundane work of practicing our free throws. https://t.co/iqBMY5ZIh4

[Stegent Equity Advisors, Inc. @StegentEquity]

Our firm is honored to continue our support of @FPA_Houston today at #FPAH2020. @CBatesSEA is serving as a Symposium volunteer, @LoydStegent is providing his insight as a session panelist, and our entire team is attending. We love our profession and the @fpassociation!

[Stegent Equity Advisors, Inc. @StegentEquity]

If you're a new homeowner or soon will be, check out this @Bankrate article that quotes our Director of Wealth Management, @BenSimiskey, on some factors to consider with your mortgage payments. https://t.co/6admoAnlGt

[Stegent Equity Advisors, Inc. @StegentEquity]

With both hurricanes and personal #financialplanning, the uncertainty causes some people fear, panic or inaction. For others, the uncertainty drives active, disciplined #preparation. https://t.co/QUWXQZUZps

[Stegent Equity Advisors, Inc. @StegentEquity]

A common question we receive from clients is whether they should gift certain assets to their children or include them in their estate to pass via inheritance. The answer is nuanced and complicated. #EstatePlanning #TaxPlanning https://t.co/YlEIn5MetM

[Stegent Equity Advisors, Inc. @StegentEquity]

Many Americans are being forced to consider taking early retirement. If you're one of those, what are some of the factors you need to consider? #EarlyRetirement #ForcedRetirement https://t.co/nWOUBTqHWQ

[Stegent Equity Advisors, Inc. @StegentEquity]

With a Category 4 #hurricane approaching the Gulf Coast, now's a good time to think about your own #preparation and what you can do today. #DisasterPlan #EmergencyPreparedness https://t.co/SbG78Fp9xN

[Stegent Equity Advisors, Inc. @StegentEquity]

There is an important deadline approaching at the end of August 2020 that could impact your retirement account balance. #CARESAct https://t.co/eP2eExuRJI

[Loyd Stegent @LoydStegent]

Did you know that required minimum distributions from an IRA or 401(k) account have been suspended for 2020? Retirement savers won’t be forced to make withdrawals from their plans in the midst of a bear market. #stocks #markets @StegentEquity Stegent Equity Advisors, Inc

[Stegent Equity Advisors, Inc. @StegentEquity]

The fragility of life has become more real for so many people globally during COVID-19. It's time for all of us to be more intentional with our legacy planning. https://t.co/ObiiwsF9Sk