Entries by Brandie Giffin

2019 April Newsletter

Sterneck Capital reviews 1Q2019 market activity.  Read this quarter’s newsletter for insight.  Additional items include: Updated disclosures Definition of an accredited investor Private investment updates for SCM accredited investors Click here for April 2019 Newsletter

2019 January Newsletter

Read this quarter’s newsletter for a Sterneck Capital Management update and an overview of  4Q 2018 market volatility.  Additional topics: Introduction to Austin Drake, Sterneck’s newest team member Overview of Sterneck’s Open Architecture approach with accounting, trust and estate, insurance,  legal and other planning advisors Insights to investor behavior and Sterneck’s investment strategies targeted to […]

2018 July Newsletter

Read this quarter’s newsletter to understand drivers behind the recent wide swings in market activity, historical market movement, and Sterneck Capital’s perspective.      Topics include:    Reflection of 2Q18 market activity Educational preview of The Hierarchy of Investor Needs described in Morgan Housel’s article The Psychology of Money Overview of Wealthy Investor Behaviors as reported in The […]

Sterneck Capital’s Financial Planning Checklist

Thomas J. Stanley, PhD. and William D. Danko, PhD’s New York Times Best Seller The Millionaire Next Door in part outlines research indicating common denominators of the affluent.  They recommend the following behaviors in the quest to build and maintain wealth: plan and adhere to a household budget; know how much your family spends annually […]

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 […]

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 […]

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