Verified Financial Expert
Marcus Sterling, CFP®
CFP®, Series 7, Series 66 Licensed — Chief Financial Analyst
Marcus has over 15 years of experience in wealth management, retirement planning, and macro investment strategy. Former VP of Portfolio Analytics at a Wall Street asset manager.
Education: M.S. in Finance, NYU Stern School of Business•Experience: 16+ Years
Publications & Peer-Reviewed Guides (2)
Investing & Wealth
How to Build a High-Yield Investment Portfolio in 2026: The Complete Guide
Discover expert strategies for structuring a low-cost, tax-efficient portfolio using broad-market ETFs, high-yield dividend stocks, and fixed-income assets.
Mortgage & Housing
2026 Mortgage Rate Forecast & Home Buying Blueprint: How to Lock the Lowest Interest Rate
Understand Federal Reserve policy shifts, credit score thresholds, points vs down payment math, and how to get pre-approved for a low mortgage rate.