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.
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 Millionaire Next Door – The Surprising Secrets of America’s Wealthy by Thomas J. Stanley, Ph.D. and William D. Danko, Ph.D
https://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.png00Brandie Giffinhttps://sterneckcapital.com/wp-content/uploads/2015/03/SterneckCapital-logo-300x300.pngBrandie Giffin2018-07-13 18:05:502019-02-05 22:44:092018 July 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
2018 July Newsletter
/in Investment Insights, Newsletters /by Brandie GiffinRead 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: