Sterling Jack

About Sterling Jack

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So far Sterling Jack has created 54 blog entries.
1907, 2021

July 2021 Update

By |July 19th, 2021|Company Update|

Friends of Colwyn: 

I hope you are well this Middle of July. I certainly love our Country and this time of the year I am always reminded of the freedoms I enjoy. As I research economic […]

1908, 2020

Course Outline

By |August 19th, 2020|Uncategorized|

Course Outline
Section 1: Life Planning for Retirement
 Traditional vs. new retirement
 New retirement opportunities
 Values and objectives in nine areas of life
 The retirement planning process
Section 2: Retirement Needs & Expenses
 Early retirement trends
 How […]

1908, 2020

Investment & Retirement Planning Education Course

By |August 19th, 2020|Uncategorized|

You are invited to…
An Investment & Retirement Planning Education Course
An Educational Course for Adults – Ages 50 +
Why Financial Education is Important
Due to recent tax law changes, an uncertain future for Social Security and the […]

1908, 2019

Watching the Volatility

By |August 19th, 2019|Uncategorized|

As the volatility continues, I can always find some calm waters by remembering the fundamentals, sound decision making within the financial markets always come back to them. I am eager to look at earnings […]

1606, 2017

Sit and Watch…

By |June 16th, 2017|Uncategorized|

I wanted to share some thoughts about the current markets that align with my sit and watch mentality.

This from FS Investments:
Sitting tight
In a week dominated by geopolitical headlines, corporate credit was unchanged to […]

2001, 2017

Welcome to 2017!

By |January 20th, 2017|Uncategorized|

Welcome to 2017!

I hope you are well as we begin this new year!

2016 was a pretty crazy year. We began the year with some significant down turns across all the markets and increased volatility. Oil […]

1609, 2016

Focus is needed…

By |September 16th, 2016|Uncategorized|

The Weekly summary…
“Schwab Market Perspective: Round and Round We Go…
Liz Ann Sonders
Brad Sorensen
Jeffrey Kleintop
– September 16, 2016
Key Points

After August’s all-time highs followed by a stall, stocks were once again jolted into […]

1706, 2016

What is a fee-based, Financial Advisor?

By |June 17th, 2016|Uncategorized|

Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead, they want a relationship with a financial advisor who is candid, trustworthy, unbiased and provides personalized […]

1103, 2016

Reporting Statement Changes Starting Soon

By |March 11th, 2016|Wealth Advisory|

In an attempt to keep all of our clients informed. We post the following from IPA, Investment Program Association.

Although we are an Investment Advisory Firm and we are not associated with a Broker Dealer, there […]

103, 2016

Do you manage a company 401K or IRA plan?

By |March 1st, 2016|Uncategorized|

We believe there are some choices you need to be aware of that perhaps you hadn’t considered before.

Let me ask you a few questions:

Are you familiar with the difference between an RIA firm and a […]