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 Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

The Fed and How It Got That Way

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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