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 …
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 …