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

Social Media: #Newest Business Liability Risk

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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?

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

How Income Taxes Work

A quick look at how federal income taxes work.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

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Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

16 Wall Street Cliches in 60 Seconds

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

Will You Pay the AMT?

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

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.

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