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, […]
About Brandie Giffin
This author has yet to write their bio.Meanwhile lets just say that we are proud Brandie Giffin contributed a whooping 34 entries.
Entries by Brandie Giffin
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 […]
An educational and social event just for the ladies is planned for Tuesday, October 25th, 2016! Enrich your nutrition, health and financial stability. Join us from 5pm – 7pm for an interactive evening with author Joan O’Keefe, and registered investment advisors Laura Greenbaum and Robin Sterneck. The 5 Pillars of Well-Being will be highlighted […]
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
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
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 […]
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
Wondering what has been impacting market activity thus far in 2016? Get perspective from thoughts shared by Frank Sterneck regarding: Oil China Fed Rates. Link to January 2016 Market Commentary
View our 1Q16 newsletter for the following: 2015 Market Commentary IRA Guidelines IRA Contribution Deadlines TD Ameritrade’s Mail Dates for Tax Items Note from Frank Sterneck Click Here for January 2016 Newsletter