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RESOURCES

We provide our clients with news and updates that may have an impact on their lives and their investing. Below are samples of the materials we produce to keep our clients current on market trends.


Economic & Investment Chats

January 16, 2021

December 19, 2020

December 5, 2020

November 25, 2020

November 7, 2020

October 24, 2020

October 10, 2020

September 26, 2020

September 13, 2020

Financial Planning Chats

April 25, 2020 - Coronavirus Planning Update

February 7, 2020 - Planning Ideas You Can Use

February 9, 2020 - The Value of Financial Planning Chapter Nine

February 9, 2020 - Future Think: Making a Difference

Financial Trends

Winter 2019 - Financial Trends

Summer 2018 - Financial Trends

Summer 2016 - Financial Trends

Winter 2015 - Financial Trends

Publications

Spring 2018 - News You Can Use

Financial Focus for Women

Spring 2017 - Financial Focus for Women

Women of Wealth Breadwinner Report

Women of Wealth Sandwich Generation

SFG in the News See All

  • Book Author Experts in the Social/Digital Hub at the Morningstar Conference

  • 4 tax and financial planning tips to share with clients

  • Investing To Make A Difference

  • Sailing in Uncharted Waters: The Impact of Converging Super Trends

  • What Is Long-term Care Insurance, and Do You Need It?

Events See All

  • 2020 Triangle Economic Update

  • 2020 Triad Economic Update

  • Triangle Economic Update

  • Charitable Giving Update

  • Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income



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Chapel Hill Office

1414 Raleigh Road,
Suite 110
Chapel Hill, NC 27517
(919) 636-3634

Greensboro Office

324 W. Wendover Avenue,
Suite 204
Greensboro, NC 27408
(336) 230-1811

Contact Information

email: stearnsfinancial@stearnsfinancial.com
toll free: (800) 881-7374

Stearns Financial Group (SFG) is registered with Hightower Advisors, LLC, a registered investment advisor with the SEC. Advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. SFG and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This is for informational purposes only; the opinions expressed are solely those of SFG and do not represent those of Hightower Advisors, LLC, or any of its affiliates.

Hightower Advisors, LLC is a SEC registered investment advisor.
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