Entries by Brandie Giffin

Financial Planning Checklist

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 […]

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

Class Action Litigation Option

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 […]

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

   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 […]

2014 1Q Client 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 […]