2018 April Newsletter
Following an extended hiatus, volatility has returned to the equity market. Read this quarter’s newsletter to understand drivers behind the increase in volatility, historical market movement, and...
View ArticleSterneck Capital’s Financial Planning Checklist
Thomas J. Stanley, PhD. and William D. Danko, PhD’s New York Times Best Seller The Millionaire Next Door in part outlines research indicating common denominators of the affluent. They recommend the...
View Article2018 July Newsletter
Read this quarter’s newsletter to understand drivers behind the recent wide swings in market activity, historical market movement, and Sterneck Capital’s perspective. Topics include: Reflection...
View ArticleBunching Tax Strategy & Donor-Advised Funds
Learn how the bunching tax strategy paired with donor-advised funds allows you to consistently support your favorite charities while still enjoying the tax benefits associated with charitable giving....
View Article2018 October Newsletter
Read this quarter’s newsletter for perspective regarding recent market activity and a Sterneck Capital Management update. Information regarding recent tax changes and donor advised funds is also...
View Article2019 January Newsletter
Read this quarter’s newsletter for a Sterneck Capital Management update and an overview of 4Q 2018 market volatility. Additional topics: Introduction to Austin Drake, Sterneck’s newest team member...
View Article2019 April Newsletter
Sterneck Capital reviews 1Q2019 market activity. Read this quarter’s newsletter for insight. Additional items include: Updated disclosures Definition of an accredited investor Private investment...
View ArticleWomen & Retirement Planning
Women and men learn, lead and think about our economic lives differently. Now is the time for women to be making well-informed decisions about their hard-earned wealth. Read the linked evidence below...
View ArticleWealth & Retirement Planning Simplified
Sterneck Capital can help simplify your wealth and retirement planning with software that creates a personal financial dashboard just for you. To take control of your financial world, contact us @...
View Article2019 July Newsletter-
Read this quarter’s newsletter for an introduction to themed writings titled “Retirement Renderings”. Renderings is a word that relates to the blueprint or designed path to retirement. Having a...
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