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Articles and References

Featured Media Coverage

Publication coverage and references presented with the publication logo, article title, and the original language from the linked media page.

CEO World Magazine logo

CEO World Magazine

Article Feature

Roger and Katherine appear in What Generates Stock Returns? on CEO World. The article discusses two main factors that affect stock returns: earnings and price changes. In the long term, a company's earnings are the primary driver of its stock's returns. Over shorter periods, stock prices can fluctuate significantly, often due to factors unrelated to a company's earnings. These short-term fluctuations are what Benjamin Graham referred to as the “voting machine” aspect of the market.

In essence, to be successful in the stock market, you need to consider both the company's financial health and the current market sentiment.

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Podcasts

Podcasts

Dinis Guarda Youtube Podcast Series

Podcast Feature

Dinis Guarda and interviews Dr. Roger D. Silk, a leading expert with over 30 years of experience in finance, philanthropy, and wealth management.

This episode Dinis explores Dr. Silk's background, including his work as a former bond trader at the World Bank and his current roles as CEO of Sterling Foundations & Trusts and President of Lifetime Perspectives, Inc.

Here are key areas covered in the interview:

  • Misinformation and Investment Decisions: Dr. Silk discusses challenges in navigating investment noise and confusion.
  • Building Investment Value: He explores core principles of sound investment analysis and steady value building.
  • The Investor's Dilemma: The interview dives into creating a basic investment portfolio and overcoming common dilemmas faced by investors.
  • The Investor's Dilemma Decoded: The video highlights Dr. Silk's book that equips readers with tools to make informed investment decisions.
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SEIA logo

The Millionaire Next Door Podcast

Podcast Feature

Did you know that more than two-thirds of adult Americans have yet to implement any form of estate planning?

Even high-profile figures like Prince and Pablo Picasso faced chaotic and costly consequences because they lacked a proper plan.

Join Rob Curtiss alongside Roger Silk, CEO of Sterling Foundations & Trusts LLC, for a deep dive into the essentials of estate planning.

Get ready to learn how to set up a secure and impactful legacy, understand the implications of the upcoming 2025 sunset of the Tax Cuts and Jobs Act of 2017, and explore strategies to mitigate taxes and avoid probate, all while ensuring your wishes are honored.

Rob and Roger discuss:

  • The value of having a well-structured estate plan to avoid unnecessary legal battles and high taxes
  • Real-life stories of high-profile individuals who faced estate planning disasters
  • Insights into the 2025 sunset of the Tax Cuts and Jobs Act of 2017 and its potential impact on estate and gift taxes
  • Strategies for managing and diversifying highly appreciated assets to minimize tax liabilities
  • And more!
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Money Tree Investing Podcast logo

Money Tree Investing Podcast

TIPS, Treasuries and Inflation

Ben Graham and Roger Silk discuss TIPs, treasuries, and inflation, and more! Roger explains the nuances of the repo market, potential risks, and its role in the broader financial system. Roger touches on the impact of interest rates on asset values and the banking sector from his time at World Bank. The discussion also includes complex financial products like treasury inflation-protected securities!

  • Roger discusses his background, including his PhD in applied economics and founding of Sterling Foundations & Trusts.
  • Roger describes his work at the World Bank, focusing on treasury operations and the repo market.
  • The potential problems in the repo market, including issues during financial crises.
  • How interest rates impact asset valuations and bank profits, particularly during periods of zero interest rates.
  • The role of human capital in risk assessment and the importance of individual goals in portfolio management.
  • The risks associated with inflation, especially in relation to complex financial instruments like TIPS.
  • The challenges and complexities of understanding and investing in TIPS as an inflation hedge.
  • Alternative assets like gold and farmland, distinguishing between gold as money and farmland as an investment.
  • Roger's book The Investor's Dilemma Decoded.
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How to Win Liquidity Events with Roger Silk

Podcast Feature � Episode 89

Roger Silk joins the show to discuss strategies for winning liquidity events. Roger shares insights on how high-net-worth clients can navigate business sales, concentrated stock positions, and other major wealth transitions using tax-advantaged trust structures.

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The Investor's Dilemma � TDI Podcast #880

Podcast Feature � The Disciplined Investor

Andrew Horowitz hosts Dr. Roger Silk, CEO of Sterling Foundation Management, to examine how investors can balance risks and returns while evaluating alternative assets including gold, real estate, and tax-advantaged trust strategies.

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Spotlight On: Specialty Tax Planning for HNW Clients

The Preeminent Financial Advisor Podcast � Episode 51

Roger Silk joins CEG Worldwide to discuss tax-exempt trusts as advanced planning solutions for affluent clients with low-basis assets, concentrated stock positions, and business sales � and how advisors can use these strategies to avoid significant capital gains taxes.

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