Sterling Articles
Will Updated I.R.S. Tables Create an Opportunity for Retirees?
If you are retired and have reached your seventies, you may be able to draw less income from your retirement savings accounts in 2022.
Tax Filing Season Is a Little Later This Year
This year the I.R.S. will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.
2021 Off to a Fast Start
Making a change to your portfolio should be driven by sound analysis, not an emotional response to current events.
2020 IRA Deadlines Are Approaching
April 15, 2021 is the deadline for making annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts.
Sterling Newsletters
The Point – April 2020
In this issue:
• Focusing on the Good
• Michael attends RPM Recharge Conference
• 43rd International Watermedia Exhibition – Sponsor
• Erich Kelley Birthday
The Point – March 2020
In this issue:
• Michael finishes 50 mile endurance race
• Inspire Film Festival
• Day of Service
• Nicole Celebrates 2 Years
Sterling Commentary
Weekly
February 15, 2021
In this week’s recap: Vaccinations and declining case numbers result in economic optimism; Fed Chair says no change for now.Weekly Market Commentary |Presented by Sterling Total Wealth Solutions |February 15, 2021THE WEEK ON WALL STREET Stock prices inched higher last...
February 8, 2021
In this week’s recap: The markets went back to basics this week, showing optimism for positive COVID-19 news.Weekly Market Commentary |Presented by Sterling Total Wealth Solutions |February 8, 2021THE WEEK ON WALL STREET Stocks notched strong gains last week, paced by...
Monthly
February 2021
In this month’s recap: As the month came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions. Monthly Economic UpdateMonthly Economic Update | Presented by Sterling Total Wealth...
January 2021
In this month’s recap: Stocks closed the year with a solid rally, fueled by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill. Monthly Economic UpdateMonthly Economic Update | Presented by Sterling Total Wealth Solutions | January...
Quarterly
Quarter 4 – 2020
In this Q4 recap: the appearance of two COVID-19 vaccines gives businesses and consumers hope and lifts stocks; U.S. lawmakers approve a second financial stimulus; European negotiators sign off on a post-Brexit trade deal. Quarterly Economic UpdateA review of...
Quarter 3 – 2020
In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation. Quarterly Economic Update A review of Q3 2020 | Presented by Sterling Total Wealth Solutions THE QUARTER IN BRIEF The...
Market Reviews
Quarter 4 – 2019
Fourth Quarter 2019: This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also...
Quarter 3 – 2019
In this Q3 recap: the U.S. and China intensify their trade dispute, but agree to negotiate again, the Federal Reserve cuts short-term interest rates once more, and stocks ride through some volatility to end the summer higher.Quarterly Economic...