Entries by Brandie Giffin

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

3Q2015 Newsletter

Read October’s newsletter to learn about the following: 2Q 2015 Market Overview Processes to Protect Client Assets Community Outreach Initiatives Non-correlation Results Note from Frank Sterneck Click Here for 3Q 2015 Newsletter

Weathering The Storm: Observing Non-Correlation

Last month’s newsletter previewed our Non-Correlation Strategy, which pursues investments that behave independent of the traditional asset classes such as stocks, bonds, and real estate.  The market volatility in August and September provided a useful stress test for the strategy.  Despite the domestic market being down nearly 11% toward the end of August, our no-correlated […]

Sterneck Capital’s Market Reaction? Patience

A note from Sterneck Capital Management’s Investment Committee: First, we feel it is important to frame the recent pullback by placing it in the context of the total market move during this current six-year bull run. From the 2009 low to recent highs, the broad market has moved up 217%. The recent pullback was 15%. […]

Chinese Yuan Revaluation

There has been a lot of news in the press in the last two days regarding the decision by the Chinese government to devalue their currency against the US dollar. As a result, we have gotten a number of incoming calls from clients regarding this news and what the relevance is to their portfolios.  Some […]

Cocktails & Non-Correlation Event August 6th

Join us Thursday, August 6th from 5:30pm-7:30pm to hear from our Portfolio Managers on the importance of non-correlation in a rising environment.  Signature drinks  will be served while we speak on the timeliness of non-correlation within investment portfolios, a topic of great interest to us as we seek to insulate portfolios from market risk while compounding capital […]

2Q15 Newsletter

Read July’s Newsletter to gain insight on the following: 2Q Portfolio Management Review Our Pursuit of Non-Correlation Mutual Funds We Find Attractive Quarterly Investor Call Detail Cocktails & Non-Correlation Event Detail Sterneck Capital’s Community Outreach Note from Frank Sterneck Click Here for 2Q 2015 Newsletter

Financial Planning Checklist

Achieve your financial goals and prepare for the unknown.  Use the Sterneck Capital Management Planning Checklist to create a robust financial plan and investment strategy.  Review it regularly to ensure your documents are current and loved ones have the information needed to fulfill your wishes in your absence. Contact us at 816.531.2254  with questions regarding the […]