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Welcome to Sterling Wealth Partners Blog homepage!

Here, we provide the latest news, insights, and tips on managing your money, making smart investments, and pursuing financial freedom

Disclosure: See disclosure for additional details. This is not investment and/or financial advice. The content we put out is for informational purposes only. Always consult a certified and/or legal professional before making any financial decisions. 

Monday, March 18, 2024

March Madness and Investing: Lessons from the Court to the Market With over 70 million March Madness brackets filled out every March, college basketball’sbiggest tournament always captures the nation’s attention. But you...

Monday, March 11, 2024

Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble  Stocks had a rough start to the week, with the Dow, S&P 500, and...

Monday, March 4, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...

Tuesday, February 20, 2024

Common finance jargon - it’s bittersweet to me. Personally, I love it. But I understand completely how the finance industry has taken it and yieldsit like a sword over clients. It’s very frustrating. I meet with hundreds of...

Monday, January 29, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

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Monday, January 15, 2024

Personal ReflectionsIn my journey through life, I've come to realize that the essence of true success lies not solely inthe amount of wealth someone has, but rather in constant growth in any given field. Theseareas can be in things...

Monday, January 8, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Monday, December 18, 2023

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...

Friday, November 10, 2023

Have you ever heard of a RILA? Let’s Explore What They Are and What You Need to Know “These products offer the potential for gains exceeding the index's performance, all whileproviding a protective buffer in case of a...

Monday, November 6, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Monday, October 30, 2023

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...

Monday, October 23, 2023

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...

Monday, October 2, 2023

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

Tuesday, September 26, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

Friday, September 22, 2023

CalSTRS, CalPERS & Public Pension Members: Are you retiring soon and are worried about medical coverage between your retirement dateand joining medicare? It’s a common question I get. In fact, it is one of the biggest hang ups...

Monday, September 18, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Monday, September 4, 2023

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

Tuesday, July 25, 2023

Approaching Retirement & Not Working with an Advisor? Don’t Make Make these CommonMistakesMany people have thought about meeting with a financial advisor and have questioned whetheror not they need one in this time of their lives...

Monday, July 10, 2023

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...

Tuesday, June 27, 2023

Artificial intelligence is all the rage. With the hype initially created with the viral explosionof ChatGPT, it’s all we hear about and how it will change everyone’s lives in the comingyears. If you follow earnings reports...

Monday, June 26, 2023

Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...

Monday, June 19, 2023

As a teacher nearing retirement, you may find myself pondering an important question,“Am I truly ready to retire?” It’s something many CalSTRS members wrestle with so don’tfeel like you are alone! While this...

Monday, June 19, 2023

Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...

Friday, June 16, 2023

I am thrilled to introduce Season 3 of our Podcast, Retire Eyes Wide Open (REWO)!Join us as we discuss,  Strategies for Market Fog!Do you know how to deal with market conditions that are not clear? Are you questioning if the...

Monday, June 12, 2023

A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...

Thursday, June 8, 2023

Financial planning plays a vital role in securing your financial future. One crucial element that often goes unnoticed but can significantly impact your financial well-being is the Medicare Income-Related Monthly Adjustment Amount...

Tuesday, May 30, 2023

As retirement approaches, you may come across the term "Government Pension Offset (GPO)" and find yourself wondering about its meaning and implications. The term can sound daunting and often leads to confusion on what it is and how it...

Monday, May 29, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...

Monday, May 22, 2023

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S.The Dow Jones Industrial Average edged 0.38% higher, while the Standard &...

Monday, May 1, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Monday, April 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500 slipped 0.10%. The Nasdaq...

Thursday, March 9, 2023

Bear markets are never fun. They are turbulent times in the market where countless people seetheir equity positions reduce in value. However, if you are a younger investor, a bear market canactually work to your advantage. If you...

Tuesday, August 30, 2022

More than just a bookend to the summer season, Labor Day is a celebration of workers’ contributions to the well-being of our country and the economy. Labor Day was first celebrated on Sept. 5, 1882, in New York City, in accordance...

Tuesday, June 22, 2021

Summer travel stats show an industry in recovery.One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance. Travel agents...

Monday, July 13, 2020

While non-essential businesses are slowly starting to open again during Phase 3, we still wanted to provide you with a list of fun things to do at home with your family.Especially for our clients who have younger children or...

Wednesday, June 3, 2020

How are you dealing with day-to-day stress in these uncertain times? Here are 7 extra simple ways to get a brief mental escape: Meditate. Take time each day to clear your mind through meditation. Breathing exercises will help you clear...