2019 April Newsletter April 13, 2019/in Investment Insights, Newsletters /by Brandie GiffinSterneck 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 https://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.png 0 0 Brandie Giffin https://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.png Brandie Giffin2019-04-13 11:52:032019-05-02 11:57:132019 April Newsletter
2019 January Newsletter January 15, 2019/in Investment Insights, Newsletters, Planning /by Brandie GiffinRead 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 reduce portfolio risk Click here for January 2019 Newsletter https://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.png 0 0 Brandie Giffin https://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.png Brandie Giffin2019-01-15 23:20:422019-02-05 23:24:292019 January Newsletter
2018 October Newsletter October 12, 2018/in Investment Insights, Newsletters, Planning /by Brandie GiffinRead 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 https://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.png 0 0 Brandie Giffin https://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.png Brandie Giffin2018-10-12 10:59:412018-11-01 11:04:042018 October Newsletter
Bunching Tax Strategy & Donor-Advised Funds October 11, 2018/in Announcements, Planning /by Brandie GiffinLearn 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 https://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.png 0 0 Brandie Giffin https://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.png Brandie Giffin2018-10-11 23:15:182018-10-11 23:15:18Bunching Tax Strategy & Donor-Advised Funds
2019 April Newsletter
/in Investment Insights, Newsletters /by Brandie GiffinSterneck Capital reviews 1Q2019 market activity. Read this quarter’s newsletter for insight. Additional items include:
Click here for April 2019 Newsletter
2019 January Newsletter
/in Investment Insights, Newsletters, Planning /by Brandie GiffinRead this quarter’s newsletter for a Sterneck Capital Management update and an overview of 4Q 2018 market volatility. Additional topics:
Click here for January 2019 Newsletter
2018 October Newsletter
/in Investment Insights, Newsletters, Planning /by Brandie GiffinRead 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
Bunching Tax Strategy & Donor-Advised Funds
/in Announcements, Planning /by Brandie GiffinLearn 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