Dan Stewart

CFA®
Personal Finance, Retirement, Investing
98%
Helpful
578
Answers
13
Articles
211
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
last month
February 2017
July 2017
August 2017

All Answers
Sort By:
Most Helpful
    Investing, Annuities
When is a Tax Deferred Variable Annuity a good strategy?
100% of people found this answer helpful

Most annuities are expensive due to high commissions and have long surrender penalties, and I am NOT a fan.  Did you know there are commission free annuities with no commissions and the ongoing fees are only .45% (45 basis points) annually with over 200 fund choices including professionally managed funds.  You never hear of those because the salesman doesn't get a commission and there is no surrender penalties.  You can put the money in one week and take it out the next without penalty.  Even then, I am still not a fan because when you want to take the money out, it is income first (100%) then return of principal.  I only use these for a like-kind exchanges when someone is trying to get out of an expensive annuity with gains when the surrender penalty is gone or minimal and they don't' want to pay the tax.  Usually, these are inherited from their parents.

And if you manage your after-tax investments properly, you will pay a lot less tax than you think.  Investing is about strategy not products.  If you are being told about an "indexed annuity" that provides "most of the gains but none of the losses," you will not get anywhere near the "non-guaranteed illustration."  You need to go by the "guaranteed illustration" and maybe add a percent or two.  I am currently helping two people unwind indexed annuities who are unhappy with what they thought would happen.  That's my two cents worth.

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

1 week ago
    401(k)
Where should I move my 401(k) account from my past employer?
1 week ago
    Investing, 401(k), Real Estate
Which investment and/or saving option will help me generate the most funds to put toward a down payment?
0% of people found this answer helpful
1 week ago
    Investing
Can you invest in hedge funds?
1 week ago
    College Tuition, Debt, IRAs, Taxes
What is the best way to pay off graduate school debt using my 401(k)?
2 weeks ago