Following is a resource link to help clients better understand the recent tax reform changes. This is general information and not intended to be individualized guidance. For specific questions, contact your tax professional. A Guide to the Tax Changes
About Brandie Giffin
This author has yet to write their bio.Meanwhile lets just say that we are proud Brandie Giffin contributed a whooping 31 entries.
Entries by Brandie Giffin
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 interested include: 4Q Market Activity […]
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
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 […]
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 […]
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
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
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, […]
Our Empowered Women Education Series is taking a road-trip to Saint Louis. Join us February 28th for a modern day tea luncheon. We’ll discuss the 5 Pillars of Well-Being with specific focus on financial wellness. It’s not your grandmother’s tea party… Click Here for Invitation and Details!
2016 is over. What’s to come? Is it time to partner with a trusted investment advisor? Review our January 2017 newsletter for a glimpse into our thinking and investment approach. You’ll see why our expertise is trusted by so many. This quarter’s newsletter covers the following: Our take on 2016 Thoughts on 2017 Sterneck Value […]