Entries by Brandie Giffin

Sterneck 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 following behaviors in the quest to build and maintain wealth: plan and adhere to a household budget; know how much your family spends annually […]

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 Sterneck Capital’s perspective.      Additional topics of interest include:    Reflection of 1Q market activity Evolving SCM views on ETFs Update on cash transfer requirements, and Introduction to […]

2018 January Newsletter

What a year!  Entering 2017, a majority of investors may have predicted that a contentious political environment at home, a hostile geo-political situation abroad and a more hawkish Fed would have led to a year of little upside. Read how and why the equities market surprised the pundits.   Topics of interest include:    4Q Market […]

2017 October Newsletter

One of our favorite Warren Buffet quotes is that “investing is simple, but not easy”. What does this mean?  Read this quarter’s newsletter to find out.  Topics of interested include:    3Q market activity update Weathering the storm:  reinsurance investments  Sterneck Capital Management’s recent community stewardship Planning for the unexpected Click here for Oct. 2017 Newsletter

Join our team! Seeking Client Service Associate

Sterneck Capital Management is seeking an experienced and motivated Client Service Associate to help meet our key objectives of providing world-class client service and growing assets under management. Our Client Service Associate will provide daily non-advice service to external clients as well administrative support to internal team members. The ideal candidate for this job is […]

Credit Report Self-Monitoring

Recent data breach activity has prompted  attention to cyber security and identity protection options. Purchasing identify theft protection, freezing one’s credit and/or taking advantage of Equifax’s offer for free one-year Identity Theft Protection and Credit File Monitoring are personal choices. At a minimum, Sterneck Capital Management encourages clients to remain educated on potential identity fraud […]

2017 July Newsletter

The S&P 500 has been trading at the “high-end of fair value” for some time.  What does this mean?  Read this quarter’s newsletter to find out.  Topics of interested include:    2Q Market Activity Update Historical Perspective of the S&P 500  Sterneck Capital Management’s Community Outreach Click here for July 2017 Newsletter

2017 April Newsletter

Has the transition of power in Washington DC impacted the market?  Read this quarter’s newsletter for an overview of:  1Q market activity update Sterneck Capital’s perspective of “index orphans” Scaling ideas to find income generating assets with low market correlation Click Here for April 2017 Newsletter

We Are Honored!

Dear Clients — We thank you for allowing us to be your trusted advisor for the past 25+ years, now in: 26 states and 4 countries, serving Fortune 400 Executives, Large & Small Business Owners, Legal & Medical Professionals, Non-Profit Servants, Farmers & Ranchers , and Dedicated Family Investors As a result of introductions made by satisfied clients, […]