Dear Sterling Family, We are excited to announce that we are in the process of moving to a new office building! We’ve loved our time in Golden Valley but, as our team has grown and the list of tenants in our current building has changed, we have decided that a new location is in order. …
President Biden’s Tax Plan – What We Know Now
Disclaimer: We know that by sharing this blog post addressing politics, policy, and investing, it may seem like Sterling Retirement leans towards a specific side of the aisle. However, please note that Sterling, and this post, is not commenting on, supporting, or endorsing any one political party or candidate. With the successful inauguration of the 46th …
Greetings from the New Year!
The 2020 holidays are over, and with that comes the first “official” holiday of 2021, namely the time of year when the people of the world spend several weeks writing the date incorrectly. 2020 is in the rearview mirror, thank goodness, and 2020 (darn, I mean 2021!) stands ahead of us in all its glory …
Introducing Ali
Please join Steve, Megan, and the Sterling team in welcoming our newest member, Ali Schultz! If you haven’t heard from Ali yet, you likely will soon! There is a lot that goes on behind the scenes to make sure your accounts are up and running, and Ali has been involved in that role for …
The Thanksgiving Economy
From Cetera Investment Management It’s been 399 years since the first Thanksgiving feast in Plymouth, Massachusetts, and the holiday has since become a beloved hallmark of autumn joy, a celebration of gratitude and reflection in the company of those dearest to us. The day itself offers plenty to be thankful for: reuniting with loved …
A Recap of our Fireside Chat Series
We have all been adapting to a virtual environment in 2020, and hosting our 2nd annual Fireside Chat series (virtually) was no exception! In the last week leading up to the election, Sterling hosted three separate invitation-only 45-minute chats to address the questions on the forefront of most investors’ minds: the election, COVID, and what’s …
A Distanced Sterling Update
Greetings from Isolation! First off, thank you to everyone who attended our Shredding, Dilly Bar, and Ronald McDonald Donation Drive event. It was great seeing everyone who came in person, and it was a treat to meet all of your kids, puppies, etc.! Thank you in particular to everyone who brought donations for Ronald …
Welcome, Cameran!
Please join Steve, Megan, and the Sterling team in welcoming our newest member, Cameran Scheuermann! Cameran’s surname is pronounced like “Sherman”. We’re thrilled to announce the latest addition to the Sterling Team! You may have already met or spoken with her – Cameran began with Sterling as an intern in 2019 and loved working …
What is RegBI? – Regulation Best Interest and Fiduciaries
You may have heard that the Securities and Exchange Commission (SEC) approved a new rule back in 2019 called Regulation Best Interest (REG BI). As of July 1st, 2020 – Reg BI has officially gone into effect and with it a new requirement for broker-dealers and registered investment advisors to act in the best interest …
Updates from Sterling
Greetings from Social Isolation Sterling is now in its 7th week of working from home, and we know that many of our clients are in the same boat. With video conferencing becoming the new norm, we thought we’d share an article by our office photographer, Steve Silverman, which lays out the best practices for getting …