A key element to the effective management of your taxable investment portfolio is the implementation of “tax loss harvest” opportunities. While we know it is harvest time here in Central Illinois, this strategy has nothing to do with corn and beans and everything to do with your income taxes. We thought we’d take a moment […]
There are many personal finance activities that we engage in as adults that are almost second nature, from working to saving to borrowing and building credit. We’ve compiled some simple actions you can take (and when) to increase your child’s financial success as they mature. Grade School Age + 1. Encourage them to get experience […]
Everyone loves a good story. It’s what keeps you hooked watching a movie or reading a book…it’s also what keeps investors committed to poor investment solutions. Investors like a good story that keeps them engaged, and that story usually involves a savvy manager. But there is a different narrative—written by financial scientists. Now, academic finance […]
Money Magazine interview on recession-proofing your portfolio
In case you hadn’t noticed, the S&P 500 index has reached record territory, and the Nasdaq has crossed over the 5,000 level. At 2,166.89, the S&P 500 finished above the previous high of 2,130.82, set on May 21, 2015. We’ve waited more than a year for the market to get back to where they were before […]
Location
Sterling Wealth Management
301 North Neil Street, Suite 203
Champaign, Illinois 61820
Telephone
(217) 398-1900
(855) 398-1900 (Toll Free)