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President Biden’s Tax Plan – What We Know Now

Disclaimer: We know that by sharing this blog post addressing politics, policy, and investing, it may seem like Sterling Retirement leans towards a specific side of the aisle.  However, please note that Sterling, and this post, is not commenting on, supporting, or endorsing any one political party or candidate. With the successful inauguration of the 46th…

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A Recap of our Fireside Chat Series

We have all been adapting to a virtual environment in 2020, and hosting our 2nd annual Fireside Chat series (virtually) was no exception! In the last week leading up to the election, Sterling hosted three separate invitation-only 45-minute chats to address the questions on the forefront of most investors’ minds: the election, COVID, and what’s…

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SEC building

What is RegBI? – Regulation Best Interest and Fiduciaries

You may have heard that the Securities and Exchange Commission (SEC) approved a new rule back in 2019 called Regulation Best Interest (REG BI).  As of July 1st, 2020 – Reg BI has officially gone into effect and with it a new requirement for broker-dealers and registered investment advisors to act in the best interest…

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    Steven Finkelstein, Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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