Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Thursday, September 7, 2023

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...


Tuesday, May 11, 2021

Even though more women are taking charge of their household financial and retirement planning, fewer are seeking the advice of financial professionals.


Friday, November 17, 2017

(HOUSTON, Texas) — Jim Forsyth has joined forces with Sterling Portfolio Managers and LPL Financial as an Independent Financial Advisor and SVP-Wealth Consultant. Jim brings with him more than 16 years of experience in the Financial...


Thursday, August 31, 2017

Do you already have flood insurance? Here is a handy infographic from, illustrating the process of filing a flood insurance claim with your insurance agent.


Thursday, August 31, 2017

Hurricane Harvey: Flood Insurance vs. FEMA Disaster Relief. How do I file for FEMA Disaster Assistance?


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Wednesday, August 30, 2017

Our hearts and prayers go out to all affected by Hurricane Harvey! Please share the following emergency contact information, provided by FEMA.


Tuesday, June 27, 2017

(HOUSTON, Texas) — Jeff Steiner has joined forces with Sterling Portfolio Managers and LPL Financial as an Independent Advisor and Wealth Consultant. Jeff brings with him more than 20 years of experience in the Financial...


Thursday, June 15, 2017

The LPL Research Midyear Outlook: A Shift In Market Control states the following four themes may be key to the markets over the balance of 2017: Monetary policy: Slow path to normalization. Maintaining economic growth without...


Monday, July 25, 2016

LPL Research's fourth and final in their series of forecasts for the second half of 2016…Midyear Outlook 2016 Forecast: International Markets. Here, we take a look at how the Brexit, U.S. dollar, China's bad debt, and European...


Sunday, July 24, 2016

Next in the series of four Midyear Outlook forecasts is for Equities. Take a look at this chart for a concise view of LPL Research's forecast for the remainder of 2016.


Saturday, July 23, 2016

The third of the series in Midyear Outlook 2016 forecasts. Here is a snapshot of the #LPLResearch forecast for the rest of 2016.


Friday, July 22, 2016

What is the forecast for the US Economy for the rest of 2016? At the midyear point of 2016, LPL Research proposes a vote of confidence: in the economy, the market, and most importantly, in our ability as investors to remain focused on...


Friday, July 10, 2015

The LPL Research Midyear Outlook 2015 contains economic, market, and investment insights for the rest of 2015.


Monday, December 29, 2014

According to the Employee Benefit Research Institute, only about 4 in 10 workers contributed to an employment-based retirement plan in 2011. This means that the other 60 percent of workers could be missing out on one of the most...


Monday, December 22, 2014

Procrastination is rarely a good thing. When it comes to retirement planning, Generation X can’t afford to wait until the last minute. According to a recent Pew Charitable Trusts study and a PwC survey cited by, Generation...


Sunday, December 21, 2014

Start your child on the right path from day 1 to secure a bright financial future. Contact Sterling Portfolio Managers for help! 281.758.0532


Saturday, December 20, 2014

Different life milestones require updated investment strategies. Learn how to start saving. A financial advisor can help you put all of the pieces together to better meet those goals.


Monday, December 15, 2014

Target Date Funds are the default choice for many 401(k) savers. Proof that more Americans are gravitating toward the “set it and forget it” mentality can be found in a recent Reuters article revealing target date fund assets have...


Monday, December 8, 2014

A Roth IRA can be a smart way to save for a child’s education or fund continuing education classes. However, the key is to maintain the right amount of risk depending on when the money will be used for college expenses. Education...


Monday, December 1, 2014

When it comes to Millennials and their money, most Americans ages 18 to 29 would rather sit on a boat load of cash. They have a sinking feeling that investing in the stock market is like boarding the Titanic. According to a recent...


Monday, November 24, 2014

In today’s low-interest rate environment, traditional investors may avoid reaching for more yield, or growth possibilities, because of the higher risks involved. That may define investors with a portfolio of securities purchased in the...


Thursday, November 20, 2014

Weekly Market Commentary, November 18, 2014. “We believe emerging markets (EM) fundamental conditions are set for improvement in 2015, based on our outlooks for economic growth, earnings, and policy.”