Retirement Investing

Thoughts on Investing

Join us as we discuss our perspectives on today's investing environment. We hope that this blog provides you with more ideas to discuss with your own adviser(s), and helps you consider a broader range of possibilities that could be right for you.

Market Volatility in the Third Quarter

The third quarter was interesting to say the least. With the recent market volatility, we’ve received a lot of questions… Continue reading

October 2, 2015

What Exactly is Trust Deed Investing?

Since starting at Sterling Pacific Financial, I’ve lost count of the number of times I’ve been asked, “So what does… Continue reading

October 10, 2013

Real estate loans to an IRA

As a trust deed investment company (and private real estate lender), our focus at Sterling is on short-term, collateral-based loan… Continue reading

February 25, 2010

Financial planning ideas for the coming year from The Wall Street Journal

Looking ahead to a revised financial plan for 2010? In the spirit of the season, The Wall Street Journal currently… Continue reading

December 7, 2009

Splitting your rollover: double your flexibility

Considering a rollover of your 401(k), but debating your choices for where to set up your rollover account? If you’re… Continue reading

August 19, 2009

Experts warn against stocks that can’t be valued and CD returns of 0%. But, where’s the alternative advice?

Not surprisingly, financial journalists are correctly pointing out the weaknesses of typical investments like public stocks, CDs and interest-bearing bank… Continue reading

April 29, 2009

Mr. Anderson Goes to Washington

At a recent networking event, I had the pleasure of hearing PENSCO CEO Tom Anderson share a bit about his… Continue reading

April 16, 2009

Retirement Information Event in Irvine – Equity Trust

More helpful information about retirement planning, this time from Equity Trust (a self-directed IRA custodian we work with and recommend).… Continue reading

March 2, 2009

Considering trust deed investing? Our new white paper may help you decide.

Trust deed investments are becoming more attractive to today’s investors, given their relative stability, lower risk, and regular income. However,… Continue reading

February 27, 2009