Market Commentary

Quarterly Review & Outlook

The quarterly Review & Outlook is written by our portfolio managers and is intended to provide a summary of economic developments that we view as significant to financial markets and your investments. You will find commentary specific to each of Sterling Advisors’ three investment products: Large Cap Core, Large Cap Value and Fixed Income. The piece will conclude with a discussion of our current economic outlook and any new investment themes that we may be applying to client portfolios.

Commentary on Sterling Advisors' view of the market environment and core strategies:

Sterling Advisors is a division of BB&T Securities, LLC. Member FINRA(opens in a new tab)/SIPC(opens in a new tab). A Registered Investment Advisor. BB&T Securities, LLC is a wholly owned nonbank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Sterling Advisors are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. To learn more about the regulatory and financial services background of the firm and its current associates, please visit FINRA BrokerCheck(opens in a new tab).

Annual Disclosure Notice (PDF)

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