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 …
Social Distancing Update
Greetings from self-isolation! Sterling Update: It’s been a Sterling tradition from the beginning to have lunch together as a team once a week. The only rule at the lunch is that no business can be discussed. We figured that social distancing was not a good enough reason to change this tradition, so on Friday, 3/27 …
How the SECURE Act and CARES Act May Impact your Retirement Plan
The SECURE Act was signed into law on January 1st, 2020. Due to the COVID-19 Pandemic, the CARES Act (economic stimulus bill) was even more recently signed into law on March 27th, 2020 and we have included some of the CARES Act changes to this article as well. The SECURE Act – short for “Setting …
Greetings from Self-Isolation
Greetings from self-isolation! Sterling Update: Like many of you, the Sterling team has been adjusting to the new normal of social distancing and working from home. Things are admittedly different. We desperately miss having face to face interaction with our clients and we can’t wait for the days where we can once again have clients …
Important Update on the Sterling Office
To all our valued clients, colleagues, and resources, We have been closely monitoring the COVID-19 situation, and we have decided to temporarily close our physical office and work remotely effective immediately. This was a difficult decision, but our top priority right now is keeping our team and clients safe, and our greatest fear is that …
Our Commitment to You
To all our valued clients, colleagues, and resources, As we’re sure you are aware, the novel coronavirus (COVID-19) has made it to the US. We know that there’s a lot of uncertainty and noise in the world right now, and we wanted to reach out to each of you to let you know the steps …
Thoughts on the Coronavirus Outbreak
Towards the end of last year, many of our email boxes at Sterling become flooded with industry “experts” providing their 2020 investment outlooks. What do you think was the one commonality we all found between the numerous different market outlooks? Not one single mention of a risk or cautionary tale about the coronavirus. To quote …
The 2020 Election – Tuning Out the Noise
The 2020 U.S. presidential election is set to be highly scrutinized, hotly contested, and as polarizing as ever. With November 3rd drawing closer; we are starting to see much more media coverage around the election and its potential implications to the markets and your investments. We know that by sharing this blog post addressing politics, …
The New SECURE Act Goes Live
The New SECURE Act Goes Live As we alluded to in our October 2019 post, the SECURE Act has been passed into law as of January 1st, 2020. The Act makes some significant changes to required minimum distribution (RMD) rules as well as a number of changes to Individual Retirement Accounts (IRAs), qualified retirement plans, …
Best (and Worst) College Planning Ideas
Rising college costs frequently weigh heavy on the minds of families with teenage kids. We often hear feedback like, “How are we possibly going to afford to pay the equivalent of another mortgage for my child to attend college?” We’ve compiled a few of the best (and worst) ideas and strategies to consider as you …