Entries by Brandie Giffin

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, […]

Education For The Ladies

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!

2017 January Newsletter

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 […]

2016 October Newsletter

October 2016 Newsletter is available! Check it out to learn about the following: Sterneck Capital’s 3rd Quarter review Our thoughts on interest rates Semi-Liquid (Interval) Fund options The election & the market Educational Opportunity for Empowered Women   click-here-for-october-2016-newsletter  

2016 July Newsletter

July’s Newsletter highlights Sterneck Capital Management’s value investment strategy. Check it out to learn about the following: Warren Buffet and Sterneck Capital’s shared philosophy How Moore’s Law impacted investing Research reflecting cheap stocks, on a relative basis, perform best over time Click Here for July 2016 Newsletter

Sterneck Capital’s Latest Non-Correlation Option: AQR Equity Market Neutral Fund

As we continue a conscious pursuit of non-correlation within investment portfolios, we have recently added a new position broadly across numerous accounts. AQR Equity Market Neutral Fund Designed as a market neutral strategy, AQR Equity Market Neutral Fund (QMNIX), seeks to achieve positive rates of return over a full market cycle, regardless of the conditions […]

2016 April Newsletter

Check out April’s Newsletter for the following: 1st Quarter 2016 Market Commentary Interval Funds Update Fiduciary Ruling Overview Rick Schilffarth Welcome Click Here for April 2016 Newsletter