Calling All Clients — To Call In… Sterneck Capital Management clients & business partners are invited to attend Quarterly Investor Calls hosted by Frank Sterneck & our Portfolio Management Team. Macro themes will include: Commentary on the prior quarter’s market performance Commentary on Sterneck Capital performance Insights on current industry activity Sterneck Capital firm updates 2015 Calls will be held @ 10am CST on the […]
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
Check out the 3rd Quarter Client Newsletter. Content includes: 2014 3Q Review – Divergence Evaluation of Pension or Lump Sum Options Risk Analytics – What is your risk tolerance? Firm Update From Frank – Enhancing Your Client Experience 2014 3Q Newsletter
View this quarter’s newsletter to learn more about the following: What Happened in 2nd Quarter’s Market? Mutual Fund Movement Social Security Considerations Firm Update from Frank – Evolution 2014. 2Q Newsletter
With great excitement we introduce to you this new communication vehicle to keep clients informed and educated. Check out your first Quarterly Client Newsletter and let us know what you think! Topics in this edition: 2014 1Q Market Commentary 2014 Taxes – A Bigger Bite impacting the affluent Sources of Risk – Managing It All For You […]