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

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

January 2016 Newsletter

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

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

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