Sterling Fox Financial Services

10/16/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

10/15/2026

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end.

Read more in the Weekly Market Guide.

amazonaws.com

10/13/2026

Investment strategy does not have to be driven by headlines or daily market noise. In fact, it often works better when it is built around a few clear principles that keep decisions connected to the bigger picture.

In this video, I share four practical ways to keep an investment strategy focused. The first is starting with your goals. Your investments should reflect what the money is meant to do, whether that is long-term growth, retirement income, preservation, or a combination of needs.

The second is understanding your comfort with risk. A strategy should fit not only your goals, but also your ability to stay disciplined when markets move up and down. That balance can make it easier to stay committed when emotions start to take over.

I also talk about the importance of diversification. A well-diversified portfolio cannot eliminate volatility, but it can help reduce the impact of any one market event and create a steadier path over time.

Finally, it is important to review the strategy regularly. Life changes, markets shift, and priorities evolve. Periodic reviews can help make sure your investment approach still fits the stage of life you are in and the goals you are working toward.

A good investment strategy is really about staying connected to what matters most. When investing is guided by purpose instead of emotion, decisions can become steadier, less stressful, and more aligned with long-term goals.

keap.page

10/09/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

10/07/2026

One thing I've seen over the years is that investing works best when it is connected to real life. Markets matter, of course, but the market itself is not the goal. The goal is what your money is meant to do for you and your family over time.

In this video, I talk about why investment strategy matters. A thoughtful strategy helps connect your portfolio to retirement, long-term security, family priorities, and future opportunities. Without that connection, it becomes much easier to get distracted by headlines, market swings, and short-term noise.

I also share why understanding the purpose behind your investments can make decision-making easier. When you know your portfolio is part of a larger plan, daily market movement becomes less important and long-term goals become easier to keep in focus.

A good investment strategy also creates discipline. It gives structure to decisions so fear and excitement do not take over every time the market changes direction. Instead of chasing what feels urgent, you can stay grounded in what matters most.

To me, that is one of the real benefits of financial planning. It helps make sure investing serves your life goals instead of becoming a source of confusion or stress, and it gives you a clearer framework for making decisions over time.

keap.page

10/06/2026

20 years can bring a lot of change, growth, and new memories — but some things remain just as special.

From celebrating the Carolina Hurricanes and the Stanley Cup in 2006 to seeing the Cup again in 2026, it's fun to look back and see how much has changed over the years.

Here's to embracing change, continuing to grow, and making the most of every milestone along the way!

10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

10/01/2026

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates.

Read more in the Weekly Market Guide.

amazonaws.com

09/29/2026

As we wrap up our theme of Income Planning, we're reminded that a strong financial life is not just about saving well, but also using those savings wisely. Thoughtful income planning helps turn assets into lasting support.

09/25/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com