Sterling Fox Financial Services

09/03/2026

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in early August.

Read more in the Weekly Market Guide.

amazonaws.com

09/01/2026

Saving for the future is only part of the picture. At some point, the conversation shifts from building assets to creating income—and that is where thoughtful income planning becomes so important.

In this video, I talk about one of the biggest questions people have as they think about retirement and long-term financial security: How will the lifestyle I want be supported over time? For many people, confidence comes from understanding where their income will come from and how the different pieces are meant to work together.

Social Security, retirement accounts, investments, pensions, and other resources may all play a role. But the real value comes from coordinating those sources into a sustainable strategy that supports everyday living, can adjust as life changes, and helps make thoughtful use of your resources across different market conditions.

A well-built income plan can also help reduce emotion. When there is a clear structure in place, market volatility and short-term uncertainty can feel less disruptive because you understand how your income is designed to support both current needs and future goals.

To me, that is one of the most practical benefits of financial planning: turning years of saving into a dependable source of support and a clearer path for decision-making.

If you would like to talk through how your savings could translate into a sustainable income strategy, I'd be glad to connect and have that conversation with you.

keap.page

08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

08/28/2026

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

08/28/2026

Earlier this month, our team came together for our quarterly Development Day! This was a great opportunity for us to step away from our day-to-day work, look ahead, share ideas, and focus on planning as well as business development for the future.

These quarterly meetings give us the chance to reflect on where we've been, discuss where we're headed, and collaborate on ways we can continue to grow and better serve our clients and community. Taking the time to come together, exchange ideas, and align on our goals helps ensure that we continue moving forward as a team.

Then, last Wednesday, we had the chance to get together again, this time for some team building and fun! We enjoyed a great dinner at Paolo's before bringing out our competitive sides at RushHour Karting. There was definitely some friendly competition, as well as plenty of laughs.

We're thankful for this incredible team and excited for all that's ahead! Here's to continued growth, new opportunities, and plenty more memories together!

08/27/2026

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop.

Read more in the Weekly Market Guide.

amazonaws.com

08/25/2026

As we wrap up our theme of Clarity, we're reminded that understanding is the foundation of good decision-making. When your financial picture is clear, it becomes easier to move forward with confidence.

08/21/2026

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

08/20/2026

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs.

On the risk side, there are plenty of variables that could disrupt the momentum.

Read the Weekly Market Guide.

amazonaws.com