Dan Stewart

CFA®
Personal Finance, Retirement, Investing
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“With over 20 years of experience in the financial services industry, Daniel Stewart helps his clients achieve their investment goals by providing actionable, non-biased research and advisory services.”
Firm:

Revere Asset Management

Job Title:

President & CIO

Biography:

Daniel Stewart is President & CIO of Revere Asset Management and has been providing financial services and portfolio management for over twenty years.  Revere Asset is a Fee Based RIA which Always Acts as a Fiduciary in the Best Interest of its Clients.  Prior to joining Revere Asset Management, Dan advised on investment portfolios exceeding $200M. He is also well versed in comprehensive planning including corporate, individual, and estate planning.

Dan joined the NorAm Capital team in 2010 to create and manage their Private Wealth Management firm. This eventually led Dan to buy the business and rename it Revere Asset Management. He graduated from The University of Texas at San Antonio with concentrations in Finance and Accounting. Dan has passed the CPA Examination on the first attempt and subsequently earned his CFA® Charter (Chartered Financial Analyst).

Dan, a native of San Antonio, Texas, is married with 3 children. Dan played NCAA tennis on a full scholarship at Vanderbilt University. He played professional tennis on the United States and European circuit and was then the Head Tennis Professional at both the Retama Polo & Tennis Club and Thousand Oaks Indoor/Outdoor Racquet Club, in San Antonio, Texas.  

Education:

Chartered Financial Analyst (CFA®), BBA in Accounting

Assets Under Management:

$30 million

Fee Structure:

Fee Based Only - Fiduciary with No Conflicts of Interest

CRD Number:

2649504

Insurance License:

#Yes Primarily Term

Disclaimer:

No information presented constitutes a recommendation by Revere Asset Management, to buy, sell or hold any security, financial product or instrument discussed therein or to engage in any specific investment strategy. The content neither is, nor should be construed as, an offer, or a solicitation of an offer, to buy, sell, or hold any securities by Revere Asset Management. Revere Asset Management does not offer or provide any opinion regarding the nature, potential, value, suitability or profitability of any particular investment or investment strategy, and you are fully responsible for any investment decisions you make. Such decisions should be based solely on your evaluation of your financial circumstances, investment objectives, risk tolerance and liquidity needs.

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March 2017
    401(k), IRAs, Retirement Savings
3 weeks ago
February 2017
March 2017
4 weeks ago

All Answers
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    Stocks, Charity
Can I donate stock to charity?
100% of people found this answer helpful

Absolutely, and you get a deduction for the FMV at the date of contribution. You will also avoid Capital Gains tax if you donate the appreciated stock, directly assuming it has depreciated. This is a better strategy than selling the stock and contributing the cash. This is assuming a gain. If you had a loss, then you want to sell the stock, take the Capital Loss, offset your Capital Gains, and contribute the cash. Hope this helps and Happy Holidays. Dan Stewart CFA®

P.S. I forgot to add, this also assumes you Itemize and may be phased (limited) if your income is real high. But under most situations, the answer is yes, and the above strategy applies.

November 2016
    Mutual Funds
When my mutual fund declares an income distribution, the fund price falls by a similar amount. How does this distribution benefit me?
100% of people found this answer helpful
December 2016
    Financial Planning, Annuities
Do I have to be employed to roll over part of my lump sum distribution to a traditional IRA?
100% of people found this answer helpful
November 2016
    Career / Compensation, 401(k)
Why was my 401(k) frozen and what can I do?
100% of people found this answer helpful
November 2016
    College Tuition, Personal Finance
Are there any risks for saving towards college?
100% of people found this answer helpful
November 2016