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Sterling Financial Group. Inc. is an investment advisory firm that oversees clients’ assets and provide a range of comprehensive wealth management services. Our team has the skill and expertise to offer exceptional economic advice and market analysis, as well as a strong network of professionals to refer to for legal and tax advice, enhancing our ability to successfully assist clients in achieving their financial goals. Michael Hatch, Principal of Sterling Financial Group, Inc., has been helping clients in formulating and implementing complex wealth management strategies and managing their assets for over twenty-five years. Michael Hatch began his career as a financial advisor in 1989 and has operated predecessor firms as a principal since that time.
The CARES Act Overview
The Coronavirus Aid, Relief, and Economic Security (CARES) Act, passed on March 27th of this year, initiated a $2 trillion economic relief package for the American worker and business alike. According to the U.S. Department of the...
Read MoreAge Based Demographics
Investing Fundamentals Summer greetings and our best wishes that you and your family are safe and healthy, and getting outdoors to enjoy the warmer weather. With all of the news and facts reported, we know that at times the information...
Read MoreIrrational Exuberance 2.0: Bounce, Gut Check, Swoosh
The phrase "irrational exuberance" was used by Alan Greenspan in late 1996 during the dot-com boom of the 1990s; it was interpreted as a warning that the stock market might be overvalued given an apparent disconnect between...
Read MoreSterling Financial Group Market Update
Dear Clients and Friends: We know that you are dealing with many challenges at this time but please know that we are here to support you in any way that we can. With the recent volatility in the markets, we did hear from several...
Read MoreReduce Waste - It's Time to go Paperless
Many of our clients have expressed that they no longer want to receive paper delivery of financial statements and notices of activity in the mail. LPL and Charles Schwab provide several options to minimize the printed materials...
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What Have You Done With My Small Cap Premium
In the ten-year period ending 12/31/18, publicly held large cap stocks outperformed small cap stocks, rising an average of 13.3% versus 12.0% (FTSE Russell, 2019). Large cap stocks are generally defined as companies with a value...
Read MoreWhat Does All This Economic Data Mean to Me?
Happy fall! For those of us that enjoy college football, this is one of our favorite times of the year, while I know others are wanting summer to stick around longer. Now that the third quarter of 2019 is over, I thought I would recap...
Read MoreThe Big Freeze
In 2017, data security took center stage when Equifax fell victim to one of the largest data breaches of all time. Nearly one hundred and fifty million people had their personally identifiable information stolen, or fifty five percent...
Read MoreWhy Adding Real Estate Now Makes Sense
Late in the economic cycle, income-generating investments are viewed as an attractive buffer against stock market volatility. Real estate can be an income- generating option that has the potential to be a strong investment when held...
Read MoreNew Additions to the Firm
Many of you have asked how our team has changed in our transition. The core group of our service team, including Lisa Cortes, Danielle Smith, and Kody Brown, is looking forward to speaking with you and assisting in any way they can....
Read MoreBook Review “Mastering The Market Cycle” by Howard Marks
Howard Marks is a legendary investor and founder of Oaktree Capital Management, currently managing in excess of $120 Billion; earlier this year Oaktree agreed to be acquired by Brookfield Asset Management. Howard Marks has long been...
Read MoreDe (Coding) the Future: How Artificial Intelligence Will Augment Our Lives
Our team recently had the opportunity to tour the Googleplex and spend an evening with professors from CalTech. What is the Googleplex you ask? It is the corporate headquarters of Google (parent company, Alphabet, Inc.) which occupies...
Read MoreWhy Dividends Make Sense Now
Why Dividends Make Sense Now By Berkeley Harrison, CFA Time for a different allocation? Volatility has returned to the equity markets, as evidenced by an increase in the VIX (a popular measure of the U.S. stock market’s expected...
Read MoreDow Jones Normal Volatility
Welcome to this first edition of Sterling Financial Report, we hope you find this information useful and that we continue to be a resource for you and your family. With the first half of 2019 complete, financial markets have rebounded...
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