Please join Steve, Megan, and the Sterling team in welcoming our newest member, Luke Strom! Luke joined Sterling in March of 2019 after spending 8 years at a Fortune 500 insurance company – most recently as the in-house financial advisor serving over 2,000 internal employees while building his own financial planning business. He is a …
Portfolio Enemy No. 1
What’s the biggest risk to your long-term portfolio today? Think about the headlines in the last few months. Is it trade tension? A global slowdown? Political gridlock? While these events affect markets in the short-term, history tells us that the real risk is not any of those things, or any other headline around the corner. …
2018 Ronald McDonald Donation Drive
Announcing our 6th Annual Ronald McDonald Donation Drive! Sterling is a proud supporter of the Ronald McDonald House Charities of the Upper Midwest which helps to “keep families together when their worlds unravel”, and starting now through Friday, December 7th we are hosting a drive to collect items on the Ronald McDonald House Wish List (below). From everyday basics …
The “Unremarkable” Remarkable 2017
It ended just a few months ago, but do you remember what your portfolio did in 2017? Do you remember the widespread fears that sent ripples through the markets, and how that felt? If you said “no”, you’re not alone. It wasn’t a challenge to earn a positive investment return last year; nearly every major …
Evaluating Social Security Strategies
This article first appeared in the Mar./Apr. 2018 issue of Live Play AAA, the Official Publication of AAA Minneapolis. Be aware of the latest changes. Whether you are married, divorced, widowed, remarried or single, it is now more important than ever to evaluate how to maximize Social Security benefits by claiming at the appropriate …
New Action Items following the Equifax Breach
It’s been a few weeks since Sterling communicated with you about the data breach at Equifax. Since then, the breach has fallen from the front page of the news despite new information about it coming out every day. We wanted to cut through the noise surrounding the breach and reiterate the important issues and follow …
How to protect yourself after the Equifax breach
If you have been following the news recently, you have likely heard about the data breach at Equifax. For those who don’t know, Equifax is one of the US’s three major credit reporting agencies. Over the course of several months, hackers were able to access the personal information of over 143 million Americans, including Social …
Announcing our new logo and look!
This month we’re releasing an updated brand identity, which includes a new logo, colors, and website. We believe the new look better matches what we’ve been achieving for nearly ten years: a team who understands where you are now and where you want to be. Since Sterling was founded in 2008, we’ve more or less …
Recognizing and Ignoring the Noise
2016 year to date has proven to be a very challenging time to be invested in the stock market. Words we’ve seen to describe the past few months include “bloodbath”, “turmoil”, “another 1929/2008”. Usually these terms are accompanied by large flashing red letters, yelling commentators, conspiracy theories, and doomsday scenarios. If any of these things [...]…
Great Expectations
One of the ways to become a great investor is to have the ability to keep your head and stay invested during times of bad news and bear markets while others around you might be panicking. We all know this is true, but because we are human, it is easier said than done. We can …