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STERLING TOTAL WEALTH SOLUTIONS

☀️June 2023☀️

It's SUMMER! And here at Sterling that can only mean one thing....our summer intern, Maddie, is back! With her acceptance into Texas A&M in the fall, Maddie hopes to use this summer to learn more about the financial industry and continue to gain experience in a professional setting.

"I am always very grateful for the opportunity to intern at Sterling Total Wealth Solutions. My goal this summer is to make the most of each day I am given here." - Maddie

Sterling Videos

Perception Vs. Reality

Our latest Sterling Video compares retirement expectations vs potential reality - and how to be prepared.

Copyright 2023 FMG Suite.

Financial News

The Most Unloved Bull Market in History?

What is a bull market, and more importantly, who determines if we are in one?

Technically speaking, a bull market is defined as a 20% gain in a stock market index, such as the Standard & Poor's 500, from a closing low. So are we in one? Technically, no. The S&P 500 hit a low of 3,583 on October 10, 2022. So a 20% gain would put the S&P 500 at right about 4,300. As you can see from the accompanying chart, the S&P 500 is still below that level.

The accompanying chart also shows how challenging the stock market has been since October 2022. When stock prices rally higher, those gains are often met by selling pressure. So it’s easy to understand that it has been a difficult period to remain focused as an investor.

It’s also a period that reminds us how important it is to “tune out the noise” and focus on what you can control, like your time horizon, risk tolerance, and goals. So let us know if you need help turning down the bear volume you might be hearing.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2023 FMG Suite.

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I nearly always lie on a surface and come in different shapes and sizes, often with curves. You can put me anywhere you like, yet there is only one proper place for me. What am I? 

(Click HERE to reveal the answer)

Riddle answers not archived

Sterling Spotlight

Nicole is happy to report that she is back at work after completing her surrogacy journey. Baby boy was born May 8th at 5:48pm, weighing 8lbs.1oz. Baby is healthy and his parents are over-the-moon.

"It is a bitter-sweet feeling to be done with this monumental journey. My sons are happy to have their Mom back and I'm very happy to be back at work. Thank you all for your support and well-wishes as I helped complete a family." - Nicole

Please note the market and our office will be closed on Monday, June 19th. We will reopen on Tuesday at 8am.

Community Events

A fun summer activity that is all the craze right now is Pickleball! Think of pickleball as a miniature form of doubles tennis, played with a whiffle ball on an asphalt court one-fourth the size of a tennis court. It’s easy to get into, it’s got a quirky name, and the ball makes a satisfying sound when it whacks against the pavement. Even Michael and Gordon have taken up the sport.

"Coming from a tennis family, I was a bit apprehensive at first, but I LOVE this game." - Michael Goodwin

"Wonderful social game and a great workout. I see a Sterling event in the future." - Gordon Menard

For a complete guide on Pickleball: RULES To find Pickleball near you: PLAY

Sterling Content

Did you know we provide a deeper more detailed look into each quarter? If you like charts and graphs you may want to check out our Quarterly Market Review. It features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic.

Data, charts and graphs provided by Dimensional Funds Advisors. 2023

Click here to access the First Quarter

To access all of our Sterling content, including Newsletters and Financial Articles, click below.