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.
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 More
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...Read More
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 More
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 More
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 More
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 More
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 More