Sterling Edge Financial LLC

Sterling Edge Financial LLC We offer virtual and in person financial planning and wealth management services nationwide and APOs internationally.

When your team is based in different cities, time together matters. Ben is in town this week, and after a full day of wo...
06/16/2026

When your team is based in different cities, time together matters. Ben is in town this week, and after a full day of work, he and Kit made time for a Cubs game Monday night. Good work matters, and so do the relationships behind it.

If you’ve ever thought, “I already messed up, so what’s the point?”, you’re not alone. Balance doesn’t require a perfect...
06/15/2026

If you’ve ever thought, “I already messed up, so what’s the point?”, you’re not alone. Balance doesn’t require a perfect track record; it just asks that you stay curious about what happened and choose the next step on purpose.

Every reset is a chance to bring your money and your life back into alignment with your values.

One lighthearted “holiday” on the June calendar is Smile Power Day - a reminder of how something as simple as a smile ca...
06/15/2026

One lighthearted “holiday” on the June calendar is Smile Power Day - a reminder of how something as simple as a smile can shift your energy and outlook.

That mindset matters with money, too. When you feel more calm and confident, it’s easier to open statements, stick with a plan, and have honest conversations about financial goals with the people who matter most.

Celebrating small wins, like an on‑time payment or putting an extra bit into savings, can keep that positive momentum going.

Today we celebrate Flag Day and the values our flag represents - perseverance, service, and unity.At Sterling Edge Finan...
06/14/2026

Today we celebrate Flag Day and the values our flag represents - perseverance, service, and unity.

At Sterling Edge Financial, we believe those same values belong in your financial life: staying focused through change, showing up consistently for your goals, and keeping what matters most at the center of your plan.

Every few years, a “can’t-miss” IPO dominates the headlines and group chats, and SpaceX is the latest example.Our latest...
06/10/2026

Every few years, a “can’t-miss” IPO dominates the headlines and group chats, and SpaceX is the latest example.

Our latest blog walks through how high-profile IPOs have actually performed, why they can be so tempting, and why we continue to lean on diversification and planning instead of hype.

If the SpaceX buzz has you rethinking your approach, this piece offers questions to consider before chasing the next big story.

👉 Read the full article here: https://hubs.la/Q04jXXj60

It’s easy to feel like every spare moment needs to be “productive” to keep up financially. But burnout makes it harder t...
06/08/2026

It’s easy to feel like every spare moment needs to be “productive” to keep up financially. But burnout makes it harder to make thoughtful decisions with your time and money.

Sometimes the most balanced step is choosing rest so you can come back to your goals with a clearer mind.

Uncertainty around the Iran War has left a lot of people wondering what it might mean for their investments. When uncert...
06/05/2026

Uncertainty around the Iran War has left a lot of people wondering what it might mean for their investments. When uncertainty rises, the most helpful thing we can offer is perspective.

That’s why we’re sharing this chart. It looks at how the S&P 500 has behaved after past major geopolitical events and shows that, historically, markets have often gone on to deliver positive 1‑year returns... even after difficult news cycles. The period since the start of the Iran War has so far followed that pattern, with the S&P 500 up about 10.5% through early June.

This isn’t about predicting what will happen next. It’s about giving you context so short‑term uncertainty doesn’t completely drive long‑term decisions. If you’d like to explore whether our approach, and how we navigate periods like this, fits your situation, visit our website to schedule a time for us to talk. --> https://hubs.la/Q04jYgFd0

Pink? Yellow? Orange? Red? Our team can't agree on which Starburst flavor is the obvious winner - and everyone is absolu...
06/03/2026

Pink? Yellow? Orange? Red? Our team can't agree on which Starburst flavor is the obvious winner - and everyone is absolutely convinced their pick is the right one.

So we're taking it to the people. Which color do YOU save for last?
Drop your answer in the comments and defend your honor.

Balance doesn’t always mean a perfect 50/50 split between work, life, and money.Some weeks demand more at work, some sea...
06/01/2026

Balance doesn’t always mean a perfect 50/50 split between work, life, and money.

Some weeks demand more at work, some seasons require more focus at home, and your financial life is no different.

The key is knowing your direction and adjusting with intention instead of all‑or‑nothing thinking.

SpaceX’s IPO is getting a lot of attention... but history suggests investors should be cautious. The 10 largest U.S. IPO...
05/29/2026

SpaceX’s IPO is getting a lot of attention... but history suggests investors should be cautious. The 10 largest U.S. IPOs since 1999 all had negative 1‑year returns, with an average drop of about 26.8%.

IPOs like SpaceX can be difficult and speculative, especially when expectations already assume many years of near‑perfect ex*****on. At Sterling Edge Financial, our approach is to avoid concentrated bets on single stocks, diversify broadly across thousands of companies, and let your financial plan, not headlines, drive investment decisions.

If you’d like to discuss our perspective on IPOs and whether our approach is right for you, visit our website to schedule a meeting. --> https://hubs.la/Q04jpnWb0

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350 N Orleans #9000N
Chicago, IL
60657

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 1:30pm

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