Sterling Fox Financial Services

06/02/2026

As we close our theme of Alignment, it's a reminder that financial decisions are most effective when they are connected to a clear purpose. When your plan is built with the end in mind, each decision becomes more intentional.

05/29/2026

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap:

raymondjames.com

05/29/2026

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

05/28/2026

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide.

amazonaws.com

05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/22/2026

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

05/21/2026

Following the index's pullback in Q1, there has been some incremental progress in the Middle East (i.e. ceasefire negotiations vs. widespread bombing) and economic data has been resilient through the disruptions.

Read more in the Weekly Market Guide.

amazonaws.com

05/19/2026

Financial decisions can easily become disconnected.

Investments, savings, and everyday spending often happen separately, without a clear connection to long-term goals. When that happens, finances can start to feel reactive and uncertain.

Alignment changes that.

When your financial decisions are connected to your values and priorities, everything starts to feel more intentional. You understand why your plan is structured the way it is and how each decision supports your future.

Alignment also brings confidence. Instead of reacting to short-term noise, you can stay focused on the bigger picture.

Financial planning is not just about making good decisions - it's about making connected ones.

When everything is aligned, your finances begin to support the life you want to build, not just respond to what's happening in the moment. Over time, that alignment helps reduce stress and gives you a clearer path forward as you make financial decisions. That consistency often leads to better long-term outcomes and greater peace of mind.

05/15/2026

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

05/14/2026

Alignment in your financial life does not usually happen by accident. In my experience, it comes from being intentional about how the different pieces of your plan work together.

In this video, I share a few practical ways to build that alignment.

I talk about the importance of getting clear on your priorities first. Before making financial decisions, it helps to define what matters most - whether that is retirement goals, family needs, lifestyle, or future plans. Those priorities should guide everything else.

I also touch on the value of connecting your investments to your goals. A portfolio should not exist in isolation. It should be structured to support the outcomes that matter most to you, whether that means long-term growth, income, or preservation.

And just as important, alignment often grows when things are simplified. When accounts, strategies, and decisions are scattered, it becomes much harder to see how everything fits together. A more organized structure can make it easier to stay focused and move forward with confidence.

Here's the video: https://keap.page/vm786/alignment-practical.html

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