It has been a week for headlines!
Investors are optimistic about a potential stimulus deal, but remain concerned about a drawn out election following the first presidential debate. Questions?
SterlingFPGroup.com
#headlines
CNBC.COM
Dow rebounds more than 300 points on stimulus hope to end first losing month since March
SAVOR the DATE!
The Sterling Financial Partners team's annual Pie Day is scheduled for Tuesday, November 24, 2020 from 10:00 AM to 3:00 PM. Mark your calendars and stay tuned for more details coming soon!
SterlingFPGroup.com
#thankful #pieday
It’s open enrollment season for many employers. During the current national climate, open enrollment season is even more important this year. Here are some things to keep in mind as you evaluate your options for 2021.
SterlingFPGroup.com
#insurance
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
As we prepare to enter the final quarter of 2020. take a look at the five factors that could influence stock prices as we wrap up the year.
Questions, as always your Sterling Financial Partners team is ready to help you navigate the answers - SterlingFPGroup.com
#wrappinguptheyear #finalquarter
Last week the S&P 500® index fell for the third straight week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response. Questions, give your Sterling Financial Partners' team a call 860.466.7188.
#teamwork
NEWSROOM.AMERIPRISE.COM
Mixed Economic Data and Comments from the Fed Send Stocks Lower | Ameriprise Newsroom
Update -
Tuesday ushered in a new executive order from Governor Ned Lamont. Fines will now be implemented for those who are not following Connecticut's mask orders and event size limits.
1. A $100 fine will be implemented for individuals who do not follow the state's mask
order.
2. A $250 fine for attending indoor events with more than 25 people.
3. A $250 fine for attending a large outdoor gathering with more than 100 people.
3. A $500 fine for organizing an event that exceeds size limits.
#Connecticut
SterlingFPgroup.com
Thanksgiving is just around the corner which means the Sterling Financial Partners' Annual Pie Day is almost here as well - November 24, 2020.
This year's event may look a little different, but we are so excited to continue the tradition. Don't forget to RSVP to the Sterling Financial Partners' team drive-thru pie day event by November 9, 2020.
We are so thankful for you and your families and we can't wait to see you at this year's event!
#thankful #pieday
Guess whose birthday month it is...
Help us wish Sterling Financial Partners' own Earle Tarbell a month full of cupcakes and birthday surprises!
Happy birthday month Earle Tarbell.
#birthdayboy
Are you eligible for Medicare?
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
SterlingFPGroup.com
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
Don't Miss Your Piece of the Pie!
Just a reminder, if you have not RSVP'd for the Sterling Financial Partners' Annual Pie Day please do so today. The deadline for placing your pie order is
Monday, November 9, 2020.
SterlingFinancialPartners@ampf.com
What are the benefits of an IRA? It depends on where you are in your journey towards retirement. Your Sterling Financial Partners team is here to connect with you and help to make sure you’re maximizing your retirement savings options.
SterlingFPGroup.com
AMERIPRISEADVISORS.COM
A smart strategy for retirement income and taxes
The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy. Regardless of the results of today's election, your Sterling Financial Partner's team is available when you need us.
SterlingFPgroup.com
NEWSROOM.AMERIPRISE.COM
Election Week is Here: How Markets Might React | Ameriprise Newsroom
Today is election day across our country. Regardless of your choice of candidates or stand on issues we encourage you to let your voice be heard.
#electionday
2020 is almost over...but wait, there more.
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
Questions, your Sterling Financial Partners' team knows it has been a confusing and challenging year...we are here to help you with any questions you may have as 2020 comes to a close.
SterlingFPGroup.com
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
Pie Day is coming, Pie Day is coming!
This year more than ever, our thoughts turn gratefully to you with our appreciation for your business and trust in the Sterling Financial Partners’ team.
We look forward to celebrating the season with you at our annual Sterling Financial Partners' team Pie Day on Tuesday, November 24, 2020 from 10:00 AM to 3:00 PM at our East Hartford office.
Your entire Sterling Financial Partners’ team will be on-hand to provide a contactless deliver of your pie as you pick up your pie by driving through our pick-up stations that will be set up outside our offices.
We look forward to seeing you next week and we wish you a healthy and safe Thanksgiving holiday! ~ The Sterling Financial Partners' Team
They have your eyes, she got your smile, he got your great hair...genetics are easily passed down from generation to generation but what about the wisdom you have gained over a lifetime? Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
SterlingFPgroup.com
#generations #passiton
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
The Sterling Financial Partners' team is grateful for the opportunity to serve you and your families. During this season of giving thanks, we wish you and your family a happy and safe Thanksgiving holiday.
#thanksgiving
This is one of our favorite days of the year...PIE DAY!!!
Although this year's celebration looks and feels significantly different, we are so thankful for the opportunity to see your smiling faces (even behind a mask) and tell you how grateful we are to be able to wish you and your family Happy Thanksgiving.
We look forward to seeing you soon! Happy Pie Day from the entire Sterling Financial Partners' team!
#pieday
It is December 4, 2020.
On Pearl Harbor Remembrance Day, we take a moment to think of the brave men and women we lost on this day 79 years ago.
#GivingTuesday usually tees up a month of giving opportunities and ways to help out the community.
How will you give back this holiday season? Our team can help to guide you not only this month, but throughout the year with planned giving strategies.
SterlingFPgroup.com
As 2020 comes to a close, it’s not too late to save on your 2020 taxes. Your Sterling Financial Partners' team is happy to join a conversation with your tax professional to discuss strategies to help lower your tax bill.
Call our office or email us at SterlingFinancialPartners@ampf.com for more information.
#taxes
AMERIPRISEADVISORS.COM
Year-end tax strategies that could save you money
Will they or won't they...
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
SterlingFPGroup.com
NEWSROOM.AMERIPRISE.COM
Investors Await News on Three Negotiations | Ameriprise Newsroom
What could policy changes and the pandemic mean for your portfolio in the near term? Ameriprise market and economy experts summarize the current landscape and as always your Sterling Financial Partners' team is here to answer any of your questions.
SterlingFPGroup.com
AMERIPRISEADVISORS.COM
What's next for the U.S. economy and stock market?
As folks across the nation are scrambling to take care of the last minute gift purchases, a cybercriminal is busy preparing to play the grinch. Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
SterlingFPGroup.com
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
The rules for holiday tipping are a little different this year. Who are you adding to your list? Check out the recent published guide to help you navigate holiday tipping during a pandemic.
#tistheseason
CNBC.COM
'Tis the season: Here's your guide to holiday tipping during the coronavirus pandemic
Covid-19, What Is Proposed In The Newest Version of The Relief Program?
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, your Sterling Financial Partners' team would be glad to help.
SterlingFPgroup.com
AMERIPRISEADVISORS.COM
New pandemic relief package
From the entire Sterling Financial Partners' team to you and your family,
Happy New Year! May 2021 bring an abundance of health, happiness and opportunities to create new memories.
#happynewyear
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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As 2020 quickly draws to a close, are there any last minute details you need to take care of?
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond. Your Sterling Financial Partners team is here to help you say goodbye to 2020 and usher in 2021.
SterlingFPgroup.com
#wrapitup
What are your 2021 resolutions?
#newyear
SterlingFPGroup.com
The Sterling Financial Partners' team is looking forward to cooking up a great 2021 with our friends and clients. We will closely be monitoring the health outlook and current restrictions and plan some fun client events when we get past the current conditions. Cheers to a New Year and a healthy and happy 2021 for each of you.
SterlingFPGroup.com
We are so excited about our growing Sterling Financial Partners' team! We can't wait for you to meet each of them in person but in the meantime, please help us welcome them. Our entire team is dedicated to serving you by providing exceptional, personal service. SterlingFPGroup.com
Daniel Tarbell CRPC®
860.466.7143
daniel.s.tarbell@ampf.com
Earle W. Tarbell CFP®
860.466.7141
earle.w.tarbell@ampf.com
Steven J. Sheridan
860.668.4040
steven.j.sheridan@ampf.com
Sarah Hobbs CRPC®
860.466.7189
sarah.hobbs@ampf.com
Danielle Martocci
860.466-7188
Danielle.martocci@ampf.com
Carrie Woodbury
860.668.4040
carrie.woodbury@ampf.comThe entire team is dedication
As the first month of 2021 quickly passes, folks are wondering what this brand new year will hold including what the stock market outlook will be this year?
Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects.
SterlingFPGroup.com
Putting Clients First; it's what we do!
Your Sterling Financial Partners' team is dedicated to providing personal service to each and every client. While most “in-person” meetings are on pause due to health regulations, we can now offer secure, user friendly means of remote communications. Personally, we thrive on the in-person collaboration and relationship building opportunities that meeting face to face affords and we can’t wait to get back to that. That said, what is most important is what you, our valued client, wants. Delivering world class advice and experience working with our team will always be our number one priority. We want to hear from you on how you would like to engage and interact. Watch for your survey either by mail or email that will be arriving this week from your Sterling Financial Partners' team. We want to hear from you!
Questions - give us a call at 860.466.7188
SterlingFPGroup.com
Putting Clients First; It's what we do.
Give the Sterling Financial Partners' team a call to set up an appointment to meet today. 860.466.7188
For more information about our team members, visit SterlingFPGroup.com
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. We can help you benefit from tax diversification along with your tax advisor.
SterlingFPGroup.com
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider. Questions? Your Sterling Financial Partners' Team is here to help.
SterlingFPGroup.com
AMERIPRISEADVISORS.COM
Capital markets outlook
The only thing better than the sound of the closing bell on a great day of trading is the sound of wedding bells for one our favorite team members. Please join us as we celebrate the new engagement of Sterling Financial Partners' team member Sarah Hobbs! Congrats Sarah.
#weddingbells #congrats
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers. Do you have questions? We are here to help - SterlingFPGroup.com
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
This month we wanted to give our Sterling Financial Partners team friends a chance to get to know us and our families a little better and that includes our favorite four legged family members too. Meet Steve and Nancy Sheridan's sweet puppy Lucca, she is a PudelPointer.
#sterlingfamily
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
Your Sterling Financial Partners team is happy to collaborate with your tax advisor to guide you through this tax season.
#collaboration
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
Will This Week End Strong?
Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks. Questions? Your Sterling Financial Partners' team is here to help.
SterlingFPGroup.com
NEWSROOM.AMERIPRISE.COM
Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom
Glass Half Full (Well Maybe Bowl)
Bad news, it is going to snow for the next two days...good news, the snow storm is going to be mild compared to the rest of the country currently digging out of ice, snow and frigid temps.
Lemons into lemonade, how about snow into ice cream for an end of the week treat.
What You Need
1 gallon snow
1 cup white sugar
1 tablespoon vanilla extract
2 cups milk
Make it Happen
When it starts to snow, place a large, clean bowl outside to collect the flakes. When full, stir in sugar and vanilla to taste, then stir in just enough milk for the desired consistency. Serve at once.
SterlingFPGroup.com
#icecream #makingthemostoutofanegative
Don't leave money on the table! Learn more about the Earned Income Tax Credit (EITC) and see if you are eligible for it.
SterlingFPGroup.com
▶️ https://bit.ly/2HKcqdA
FINRA.ORG
Get Credit (the Earned Income Tax Credit) Where Credit's Due | FINRA.org
Five Tax-Saving Strategies
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72. Questions, your Sterling Financial Partners are here to help.
SterlingFPGroup.com
AMERIPRISEADVISORS.COM
Early retirement tax strategies
It's time to get to know us!
You know our professional dedication and work ethic from working with us over the years, but we thought it would be fun for you to get to know our families as well. Meet Sterling Financial Partner's team member Carrie with her sons Joseph, Josh and daughter Jordyn. Her beautiful fur baby Papi is also posing for the camera.
#family
As we continue our ' Are you leaving money on the table series of post...
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
SterlingFPGroup.com
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
This week is marks National Consumer Protection Week.
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
SterllingFPGroup.com
#consumerprotection
AMERIPRISEADVISORS.COM
Financial news and market insights - Sterling Financial Partners | Ameriprise Financial
The Sterling Financial Partners' team is proud to see Ameriprise included in the 2021 Bloomberg Gender-Equality Index. The GEI is 380 companies strong, representing 44 countries and regions around the world committed to a more equal and inclusive workplace. #BloombergGEI https://bit.ly/3kOwZX2
SterlingFPGroup.com
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
Interesting Week?
The markets rallied yesterday and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
Questions, your Sterling Financial Partners' team is here to help.
SterlingFPGroup.com
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Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
SterlingFPGroup.com
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Top of the morning to you! Your Sterling Financial Partners team wishes you a day full of shamrocks and fun shenanigans.
#stpatricksday
Interesting Week?
The markets rallied yesterday and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
Questions, your Sterling Financial Partners' team is here to help.
SterlingFPGroup.com
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JOIN US TODAY for a free webinar at 4pm! We'll be discussing the economic and psychological impact of COVID-19 and what to expect moving forward.
Registration information and details can be found on our website at www.sterlingfpgroup.com
The IRS extended the federal tax filing deadline to May 17 for most regions of the country. Residents of Texas, Louisiana and Oklahoma have until June 15 to file. Your Sterling Financial Partners' team can work with your tax professional to help ensure you’re ready.
SterlingFPGroup.com
USATODAY.COM
IRS tax deadline changes with income taxes and payments due May 17 to give taxpayers more time amid COVID
How in the world could we miss puppy day....!
Meet Effie, Sterling Financial Partners' team member Sarah's Bernese Mountain Dog. He is almost as big as she is. Happy Puppy Day!
#weloveourfurbabies
Stock prices face headwinds amid rising rates and inflation fears. Global Market Strategist Anthony Saglimbene sums up conditions and considerations.
Do you have more questions? Your Sterling Financial Partners team is here for you.
SterlingFPGroup.com
AMERIPRISEADVISORS.COM
Sterling Financial Partners - East Hartford, CT | Ameriprise Financial
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
SterlingFPGroup.com
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Top of the morning to you! Your Sterling Financial Partners team wishes you a day full of shamrocks and fun shenanigans.
#stpatricksday
