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


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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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I'm 80 years old, am still working and contributing to my 401(k) plan, but I've never taken a distribution from my employer's 401(k) account; should I stop contributing to my plan and start taking distributions? 
0% of people found this answer helpful

There is a little known secret that you do NOT have to take minimum required distributions (MRDs) from a 401k at an employer where you still work.  If you have an IRA or a 401k at a former employer, then you do have to take MRDs from those plans, but you do NOT have to take them from a current employer if you are still employed.  This is true as long as you are not a 5% or more owner or have some other ownership characteristics, but if you are simply an employee, you are fine.

As to whether you should stop contributing or start taking distibutions, that is not only a financial decision, but a value judgement.  Based on the way you worded the question, sounds like you don't need the distribution/income and could use the deduction.  If this is the case, keep doing what you are doing.  Estate planning decisions will also come into play in this decision.

These are complicated decisions and without much more information I cannot give you better advice.  But if you would like to reach out to me and pick my brain without pressure, feel free to do so.

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

3 days ago
    Real Estate
What is the most cost effective way to get my mother's mortgage in my name so that I can use my high credit scores to refinance the property, which is currently "under water?" 
4 days ago
    401(k), Insurance, Life Insurance
Is whole life insurance a good option for my family of three if I have multiple retirement accounts and insurance policies already in place?
4 days ago
    Personal Finance
What is the difference between a state and a federally chartered credit union?
4 days ago
    Financial Planning, Retirement, Retirement Savings, 401(k), IRAs
My employer does not offer a 401(k) plan, but I am making maximum contributions to my Roth IRA account every year; how else should I be saving for retirement?
0% of people found this answer helpful
4 days ago