Stern Wealth Management

Integrity. Independence. Experience.

2800 Veterans Blvd
Suite 203
Metairie, LA 70002
Phone: 504.841.0045
FAX: 504.841.0046

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Momentum Investing

Discover Momentum Investing

Trend Following

 

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Family Risk Number

Find Your Family Risk Number
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Momentum Investing

Momentum is a fascinating investment phenomenon because it can be exploited in two completely opposite ways.

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Trend Following

Trends come and go. Getting in late is costly, but getting in early can reap tremendous rewards.

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Family Risk Number

Determining a Family Risk Number was developed using a model that won the Nobel Peace Prize in 2002 for Economics.

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Education

Educational opportunities are a cornerstone of the Stern Wealth Management business.

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Welcome to Stern Wealth Management

Delivering comprehensive wealth management in a proactive manner by inspiring our family of clients to work towards their goals and pursue their dreams through innovative lifestyle planning.

Contact

Office: (504) 841-0045
Fax: (504) 841-0046

2800 Veterans Blvd
Suite 203
Metaire, LA

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Securities Offered Through LPL Financial, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this page may only discuss and/or transact business with residents of the following states: LA, MS, TX

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