Achieve your financial goals and prepare for the unknown. Use the Sterneck Capital Management Planning Checklist to create a robust financial plan and investment strategy. Review it regularly to ensure your documents are current and loved ones have the information needed to fulfill your wishes in your absence. Contact us at 816.531.2254 with questions regarding the […]
About Brandie Giffin
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Entries by Brandie Giffin
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
We are pleased to announce the rollout of a class action filing service for our clients. Sterneck Capital will coordinate with Chicago Clearing Corporation (CCC) to automatically submit for all class action settlements resulting from the securities under SCM’s management. This service is provided as a courtesy by Sterneck Capital, however Chicago Clearing Corporation operates on a […]
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 firstname.lastname@example.org or calling 816-268-2245.
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 […]
Check out the 3rd Quarter Client Newsletter. Content includes: 2014 3Q Review – Divergence Evaluation of Pension or Lump Sum Options Risk Analytics – What is your risk tolerance? Firm Update From Frank – Enhancing Your Client Experience 2014 3Q Newsletter
View this quarter’s newsletter to learn more about the following: What Happened in 2nd Quarter’s Market? Mutual Fund Movement Social Security Considerations Firm Update from Frank – Evolution 2014. 2Q Newsletter
With great excitement we introduce to you this new communication vehicle to keep clients informed and educated. Check out your first Quarterly Client Newsletter and let us know what you think! Topics in this edition: 2014 1Q Market Commentary 2014 Taxes – A Bigger Bite impacting the affluent Sources of Risk – Managing It All For You […]