Sterling Fox Financial Services

06/16/2026

Asset allocation can sound technical, but the basic idea is actually pretty simple. It is about making sure your portfolio is positioned in a way that fits your goals, your timeline, and your comfort with risk.

In this video, I share a few practical ways to think about asset allocation more clearly.

I talk about why it helps to start with your objectives first. A portfolio built for long-term growth should usually look different from one designed to support income or preserve assets. The mix should reflect what the money is meant to do.

I also touch on the importance of your time horizon and your comfort with risk. The amount of time before you need the money matters, and so does your ability to stay committed when markets become uncomfortable. A portfolio should not just look right on paper. It should be built in a way that you can actually live with through different market conditions.

And just as important, I talk about why asset allocation should be reviewed regularly. Markets move, life changes, and portfolios can drift over time.

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

If you would like to talk through whether your current asset allocation still fits your goals and your stage of life, I'd be glad to connect.

keap.page

06/12/2026

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

06/11/2026

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.

Read more in the Weekly Market Guide.

amazonaws.com

06/09/2026

One thing I have seen over the years is that people often spend a lot of time focusing on individual investments. They want to know which stock, fund, or account might perform best. But in many cases, the bigger issue is not the individual selection. It is how the overall portfolio is positioned.

In this video, I talk about why asset allocation matters so much. To me, asset allocation is really about balance. It is the process of deciding how different parts of a portfolio are distributed across stocks, bonds, cash, and other investments based on a person's goals, timeline, and comfort with risk.

I also share why that overall positioning often has a bigger impact than trying to pick the perfect investment. A thoughtful allocation helps create structure. It gives the portfolio a purpose and helps make sure the investments are working together instead of pulling in different directions. It also helps manage risk because the goal is not simply to chase returns, but to build a strategy that fits the life the money is meant to support.

Here's the video: https://keap.page/vm786/asset-allocation-vision.html

If you would like to talk through whether your portfolio is allocated in a way that truly fits your goals and comfort with risk, I'd be glad to connect.

06/05/2026

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

06/04/2026

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide.

amazonaws.com

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