Dan Stewart

CFA®
Personal Finance, Retirement, Investing
98%
Helpful
563
Answers
13
Articles
182
Followers
“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.

All Articles
Sort By:
Most Helpful
March 2017
    401(k), IRAs, Retirement Savings
3 weeks ago
February 2017
July 2017
August 2017

All Answers
Sort By:
Most Helpful
    Annuities, Retirement Plans
When is a good time, interest rate wise, to buy an annuity?
100% of people found this answer helpful

You understand it perfectly. The higher the rates, the better "deal" you would get on a fixed annuity or annuitization. If you do decide to annuitize a lump-sum, be sure to shop it around to different carries and let them know it is a competitive bid. And wait until later because odds are very strong that rates will rise, so your income stream will improve. Lastly, realize you are giving up the lump-sum asset for an income stream.

You may want to consider strategy rather than a product.

Best of luck, Dan Stewart CFA®

February 2017
    Asset Allocation, IRAs
How do I diversify among sectors in my Roth IRA?
100% of people found this answer helpful
February 2017
    Debt, Investing, Real Estate
Should I pay off my mortgage or invest a large portion of a settlement?
100% of people found this answer helpful
February 2017
    Investing, Life Insurance
How should we invest our lump sum payment?
100% of people found this answer helpful
February 2017
    Financial Planning, 401(k)
Is it worth rolling over my 401(k) despite low fees?
100% of people found this answer helpful
January 2017