2018 October Newsletter

Read this quarter’s newsletter for perspective regarding recent market activity and a Sterneck Capital Management update.  

Information regarding recent tax changes and donor advised funds is also provided.

Click here for October 2018 Newsletter

2018 April Newsletter

Following an extended hiatus, volatility has returned to the equity market.  Read this quarter’s newsletter to understand drivers behind the increase in volatility, historical market movement, and Sterneck Capital’s perspective.     

Additional topics of interest include:   

  • Reflection of 1Q market activity
  • Evolving SCM views on ETFs
  • Update on cash transfer requirements, and
  • Introduction to a new beneficiary project.

Click here for April 2018 Newsletter

Tax Reform Resource

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.

2018 January Newsletter

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 interest include:   

  • 4Q Market Activity and 2017 In Review
  • 529 Rule Extension For Elementary & Secondary Education
  • Client Protection Procedures for Wire Requests
  • Why we are using more Mutual Funds
  • 2018 Investor Call Dates

Click here for January 2018 Newsletter

2017 October Newsletter

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

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

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 Opportunity’s fund strategies expanded to individual client accounts
  • Women’s Educational Series Road Trip to Saint Louis

Also – check out Sterneck Capital’s footprint map!  If we aren’t servicing clients in your state yet, contact us.  We might be able to change that.

Click Here for January 2017 Newsletter

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




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