Sterling Articles
Speed Bumps & Headlines
If a current event or headline has caused you to reconsider your financial strategy, remember to look at the big picture.
2021 Limits for IRAs, 401(k)s and More
Although these adjustments won’t bring any major changes, there are some minor elements to note.
Election 2020
Emotions are running high as investors consider each presidential candidate’s positions and how they may influence the economy.
Year-End Estate Strategies
The end of the year brings family together as well as an opportunity for you to discuss your estate and set your preparations.
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
November 16, 2020
In this week’s recap: A COVID-19 vaccine spurs a stock market rally, even as more cases are reported and some areas renew lockdowns. Weekly Market Commentary |Presented by Sterling Total Wealth Solutions |November 16, 2020 THE WEEK ON WALL STREET News of a COVID-19...
November 9, 2020
In this week’s recap: Markets react positively to the election, seeing promise in a divided government; unemployment rate falls.Weekly Market Commentary |Presented by Sterling Total Wealth Solutions |November 9, 2020THE WEEK ON WALL STREET Stocks soared last week as...
Monthly
November 2020
In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October. Monthly Economic UpdateMonthly Economic Update | Presented by Sterling Total Wealth Solutions | November 2020U.S....
October 2020
In this month’s recap: In this month’s recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe. Monthly Economic Update Monthly Economic Update |...
Quarterly
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...
Quarter 2 – 2020
In this Q2 recap: the economy measures the impact of the Coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows. Quarterly Economic UpdateA review...
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...