Education For The Ladies

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!

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

Empowered Women & Their Well Being – Educational Event

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 with specific focus on dietary and financial awareness tools.  Enjoy appetizers and cocktails while learning how to become empowered to age gracefully, invest intelligently and live vibrantly.     

Please RSVP by emailing info@sterneckcapital.com or calling our office at 816-531-2254.

click-here-for-empowered-women-well-being-event-invite

 

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

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 at meaningful rates.

We believe our insight on this topic is unique within the industry, thus we are eager to share.

 Please RSVP by emailing info@sterneckcapital.com or calling our office at 816-531-2254.

 Click Here for Invite

 

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

2015 1Q Newsletter

Read April’s Newsletter to gain insight on the following:

  • 1Q Portfolio Management Review
  •  New Service Support for Class Action Litigations
  • Meeting/Webinar Dates for VCI Overview
  • Firm Update from Frank (Brand Refresh & Enhanced Client Reporting)

Click here for 1Q 2015 Newsletter

Nebraska & Iowa Client Event

A special night is planned for Sterneck Capital Management clients &  guests residing in Nebraska & Iowa on April 21, 2015.

Join us as we cheer on the Storm Chasers in Omaha!

 

Client Event – Invitation Details

 

RSVP by emailing info@sterneckcapital.com or calling 816-268-2245.

Quarterly Investor Calls

Contact-Us   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 following dates:

  • January 23, 2015
  • April 23, 2015
  • July 24, 2015
  • October 23, 2015

Register by using the “Contact Us” feature on the web, emailing info@sterneckcapital.com or calling 816-531-2254.