Broker Check

EJ Sterling - New York, NY

The Next Generation of Independent Advisors
The Cycle of Investing Where Is the Market Headed? The Business Cycle Bursting the Bubble

Investment Banking

E.J. Sterling is continuously building and expanding the relationships with our clients and partners, allowing us to bring them all of the support they need for any future business ventures.

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Wealth Management

Understanding the variety of a client’s needs is critical when advising them on how they can meet their financial goals. Whether buying a home, preparing children for school, or planning for retirement—E.J. Sterling is prepared on all fronts.

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Retirement Planning

We understand today's financial environment and realize that individuals face unique challenges. We can help take the mystery out of preparing for today and tomorrow.

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Equities Trading

Equities are the cornerstone of nearly every investment portfolio, and E.J. Sterling knows that having experienced equities professionals is essential to successfully navigating the markets.

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Helpful Content

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

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