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Has a Bond Bear Market Arrived?

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on January 25th, 2018

As we ring in 2018, the stock bull market that started in 2009 continues. The extended length of this bull market (close to historic levels) has caused some people to become concerned about a correction, which leads to considering moving more of their portfolio into bonds. Generally, bonds can be a good diversifier and lower the volatility of a portfolio when added to the asset allocation.

Tags:
  • bear market
  • economy
  • Federal Reserve
  • Federal Reserve, bonds, interest rates
  • financial planning
  • investments
  • Jim Allen
  • Rising Rates
  • Scot Landborg
  • Sterling Wealth Partners
  • Read more

The New Tax Reform Proposal – What This Means for You

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on November 3rd, 2017

After almost a year of “buzz” from President Trump and Congressional Republicans, the proposed tax reform bill has finally been introduced as the “Tax Cuts and Jobs Act”. This is a major piece of legislation and will have significant impact on your financial and tax situation if passed.

Tags:
  • congress
  • financial planning
  • income tax
  • Jim Allen
  • Scot Landborg
  • Sterling Wealth Partners
  • tax planning
  • tax reform
  • taxes
  • Read more

The Pitfalls of Taking Social Security Early

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on August 9th, 2017

One of the most important decisions a person nearing retirement needs to make is when to take Social Security. Most people are aware that you can start your benefits as early as age 62 and this often becomes a trigger point for deciding when to retire.

Tags:
  • financial planning
  • Jim Allen
  • longevity
  • Retirement
  • Scot Landborg
  • social security
  • Sterling Wealth Partners
  • Read more

A Recipe for Retirement Success: Use a Crockpot not a Microwave

Submitted by Orange CA Financial Advisor | Sterling Wealth Partners on June 26th, 2017

A recent article in Financial Planning magazine by Dr. Craig Israelson had a great analogy for the benefits of saving for retirement early. He compared using slow and steady saving, which allows for time to do the work of growing your next egg to using a crockpot to cook.

Tags:
  • asset allocation
  • financial planning
  • investments
  • Jim Allen
  • Retirement
  • Sterling Wealth Partners
  • Read more

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  •  Tel: 714-592-7705
  •  info@sterlingwpartners.com

Scot Landborg, Jim Allen, Josh Coniglio, and Susan Green are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Sterling Wealth Partners is not affiliated with USA Financial Securities. CA License Scot #0G89727, Jim #0K38246, Josh #0L77426, Susan #0H46068

Scot Landborg, Jim Allen, Josh Coniglio, and Susan Green are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Scot: AL, CA, CO, IL, MA, MN, MT, NH, NJ, NV, NY, TX) (Jim: AL, AZ, CA, CO, IL, MO, NC, NE, NH, NY, OH, OR, TX, UT, VA, WA) (Josh: CA) (Susan: CA, ID, IL, NV) For investment advisory services these states include: (Scot: CA, CO, FL, IL, MA, MN, MT, NJ, NV, TX) (Jim: AZ, CA, IL, NC, NV, OR, VA) (Josh: CA) (Susan: CA, ID, IL, NV) Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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