Sterling Edge Financial LLC

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 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. 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

It’s common to feel like you “missed your chance” with money, but growth doesn’t come with an expiration date. Whether you’re rebuilding, restarting, or simply refocusing, thoughtful decisions today can still shape your tomorrow. The best time to start was before; the second‑best time is now.

Memorial Day calls us to remember that the freedoms we enjoy today were secured through sacrifice.

It is a day to honor the men and women who gave their lives in service to our country, and to reflect on the responsibility we carry to remember them well.

As a veteran, Sterling Edge Financial Founder Kit Lancaster offers a perspective that encourages all of us to take a moment to pause, reflect, and honor those who never made it home.

Read more here: https://hubs.ly/Q04hyNm40

Memorial Day Weekend is a sacred invitation to remember that the freedoms we enjoy were purchased at a cost that can never be fully repaid, only honored.

It is not just the start of summer or a long weekend. It is a time to pause and remember the men and women who gave their lives in service to our country, and to reflect on the legacy of sacrifice that continues to shape our lives today.

As a veteran, Sterling Edge Financial Founder Kit Lancaster offers a perspective that encourages all of us to pause, remember, and honor.

Read more here: https://hubs.la/Q04hyW6c0

Have you ever wondered what it would feel like to be a millionaire?

“Be a Millionaire Day” on May 20 is a light‑hearted reminder to think about your long‑term financial goals – not just the dollar amount.

While there’s no shortcut or guarantee to becoming a millionaire, everyday choices can make a difference over time: saving regularly, managing debt, investing appropriately for your goals and risk tolerance, and adjusting your plan as life changes.

At Sterling Edge Financial, we focus on helping clients understand their options and build plans that fit their real lives – without “get rich quick” promises.

Curious whether your current plan still fits your goals? Let’s talk about your next step, not your next lottery ticket: https://hubs.la/Q04gS8D20

A financial setback doesn’t define you; how you respond to it does. A growth mindset asks, “What can this teach me?” instead of “Why did I mess up again?”

This week could be a great time to review one past money decision - not to judge it, but to learn from it and choose a better next step.

Want more assistance choosing your next steps? Learn more about our team and how we can help --> https://hubs.la/Q04gS4j40

Market volatility is normal... and so is resilience. 📊

This chart shows something important: Since 1950, the S&P 500 has experienced drawdowns of 5% or more regularly, with 20%+ declines occurring periodically. Yet through all of this volatility, the long-term trend has historically been upward.

What does this mean for investors? Drawdowns have historically been a normal part of investing, not the exception. While periods of decline can be unsettling, history shows they've been followed by periods of recovery - though the timing and magnitude have varied.

Understanding this historical context can help frame expectations and maintain perspective during uncertain times. At Sterling Edge Financial, we believe informed investors are empowered investors.

Past performance is not indicative of future results. The S&P 500 tracks the performance of 500 large-cap U.S. companies and cannot be invested in directly. Indices are unmanaged and do not include fees.