Read this quarter’s newsletter for an introduction to themed writings titled “Retirement Renderings”. Renderings is a word that relates to the blueprint or designed path to retirement. Having a blueprint (financial plan) is relevant to enhancing our partnership with clients. Newsletter topics: The advisor evolution for the individual investor Value of organization and planning […]
About Brandie Giffin
This author has yet to write their bio.Meanwhile lets just say that we are proud Brandie Giffin contributed a whooping 41 entries.
Entries by Brandie Giffin
Sterneck Capital can help simplify your wealth and retirement planning with software that creates a personal financial dashboard just for you. To take control of your financial world, contact us @ 816-531-2254 for details.
Women and men learn, lead and think about our economic lives differently. Now is the time for women to be making well-informed decisions about their hard-earned wealth. Read the linked evidence below noting why Retirement Planning differences occur between the genders.
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
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 […]
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
Learn how the bunching tax strategy paired with donor-advised funds allows you to consistently support your favorite charities while still enjoying the tax benefits associated with charitable giving. Click Here for Bunching & Donor-Advised Funds info
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 […]
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 […]
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 […]