Dan Stewart

Personal Finance, Retirement, Investing
“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.”

Revere Asset Management

Job Title:

President & CIO


Have our short Daily Market Video http://noramassetmanagement.com/newsletter/ sent directly to your inbox.  I promise we will not spam or solicit you in any way.  It is for educational purposes & my two collegues - Chief Strategist Tim Reazor and Portfolio Manager Don Vandenbord - alternate sharing our research.

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.  


Chartered Financial Analyst (CFA®), BBA in Accounting

Assets Under Management:

$38 million

Fee Structure:

Fee Based Only - Fiduciary with No Conflicts of Interest

CRD Number:


Insurance License:

#Yes Primarily Term


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
October 2017
February 2017
July 2017
August 2017

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    Estate Planning, Taxes
Will the money from the sale of my mother's home be considered an estate gift, even though she is still alive, since I am the recipient in her will?
100% of people found this answer helpful

You Mother may have wanted to wait for you to inherit the property so you would then have gotten a step-up in basis and no capital gains would have been due.  Under this scenario, your mother will have to pay capitals gains on the appreciation from her cost basis.  So if she paid $100k, then there is a gain of $127k of capital gains to pay at her capital gains (not income) tax rate, usually between 15% to 20%.

The good news to you is that she has a lifetime exemption of now 11 million in 2018 under the new tax code, up from 5.49 million in 2017, that she can give away estate tax free.  But she doesn't have to die to do this, she can give it away "intervivos" or "during her lifetime."  So she can give you the $227k, or the net after-tax amount, or any other amount up to 11 Mn free of any tax.  Just be sure to file the gift tax return which will be informational only, no taxes will be due.

Hope this helps and best of luck, Dan Stewart CFA®

3 weeks ago
    Estate Planning, Stocks, Taxes
Given the probability of a market correction, is it a good strategy to convert the securities in a revocable trust valued at $518,000 to cash, considering the tax liability? 
100% of people found this answer helpful
2 weeks ago
Is it safe to buy Bitcoin and how can I trade the currency to my advantage?
92% of people found this answer helpful
December 2017
    Financial Planning
How are commodity spot prices different than futures prices?
91% of people found this answer helpful
March 2017
How should I invest my emergency fund so that I keep earning interest on it?
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November 2017