Sterling Articles
Roth IRA Conversion in the Era of COVID-19
Why Go Roth in 2020? Difficult times may open doors to new possibilities. This may be the time for you to consider new opportunities.
Before You Claim Social Security
A few things you may want to think about before filing for benefits.
Who Is Your Trusted Contact?
Our latest article explains why this is an important security measure and how to choose wisely.
Eldercare Choices in the COVID-19 Era
While you could designate a portion of your retirement savings for possible extended care costs, there are other choices to consider as well.
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
July 6, 2020
In this week’s recap: despite continued COVID-19 concerns, markets react positively to upbeat economic data. Weekly Market Commentary |Presented by Sterling Total Wealth Solutions |July 6, 2020 THE WEEK ON WALL STREET In a holiday-shortened week, stock prices turned...
June 29, 2020
In this week’s recap: a rise in COVID-19 cases inspires turbulence in markets, tapping the brakes on economic recovery. Weekly Market Commentary |Presented by Sterling Total Wealth Solutions |June 29, 2020 THE WEEK ON WALL STREET A jump in COVID-19 cases dampened...
Monthly
July 2020
In this month’s recap: stocks notched a solid gain, overcoming the rise of reported COVID-19 cases and plans of a slowdown in economic re-openings. Monthly Economic UpdateMonthly Economic Update | Presented by Sterling Total Wealth Solutions | July 2020U.S. Markets...
June 2020
In this month’s recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. Monthly Economic UpdateMonthly Economic Update | Presented by Sterling Total Wealth Solutions | June...
Quarterly
Quarter 1 – 2020
In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost. Quarterly Economic Update A review of Q1 2020 | Presented by Sterling Wealth Advisors THE QUARTER IN BRIEF The spread of...
Quarter 4 – 2019
In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data. Quarterly Economic UpdateA review of Q4 2019 | Presented by...
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...