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Articles and References • Podcast Appearences

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A curated media page styled to match the Sterling homepage, with publication logos, article links, and podcast features organized in a clean editorial layout.

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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.

CBS News

Article Feature

Roger Silk, CEO of Sterling Foundation Management, is quoted in Gold IRAs vs. Silver IRAs: Which Is Better With Inflation Rising Again? on CBS MoneyWatch. Roger explains why investors seeking an inflation hedge should generally prefer gold, noting that gold is primarily desired because it is “real money” and tends to hold its value better than silver due to its fewer non-monetary uses compared to silver’s wide range of manufacturing applications.

The article also covers when a silver IRA may be the better choice, and why both precious metals can play a similar role within a portfolio in times of rising inflation.

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Business Insider

Article Feature

Roger Silk, CEO of Sterling Foundation Management, is quoted in Renting vs. Buying: Homeownership Won’t Make Gen Z Rich on Business Insider. The article examines why purchasing a home may not be the wealth-building path it once was for younger generations, and what Gen Z should consider when weighing renting versus buying in today’s market.

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U.S. News & World Report

Article Feature

Roger Silk, CEO of Sterling Foundation Management, is quoted in How to Lock In High Yield Before the Fed Cuts Interest Rates on U.S. News Money. Roger offers guidance on two key instruments: on annuities, he cautions that many appear to pay high annual interest rates but in some cases part of each payment is a return of capital, and that annuities are generally more appropriate as insurance against outliving your money than as pure interest rate investments. On preferred stock, he advises investors to do their homework on each issue and, as with corporate bonds, to diversify their holdings.

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The Stanford Daily

Article Feature

Katherine Silk, Director of Trust Solutions at Sterling, co-authored Two Things Stanford Doesn’t Teach You About the Workforce in The Stanford Daily with co-author Faith Harron. Drawing on their own post-graduation experiences in consulting and financial services, the two Stanford alumni explore how college mindsets don’t always translate to the corporate world — specifically, that workplace problem-solving is far more vague and amorphous than academic problem sets, and that most corporate work is communication-heavy rather than intellectually rigorous.

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Authority Magazine

Article Feature

Roger Silk, CEO of Sterling Foundation Management, is featured in Dr. Roger D. Silk on The 5 Essentials for Smart Investing on Authority Magazine. In this in-depth Q&A, Roger outlines five non-intuitive investing essentials: understanding personal risk beyond conventional volatility measures; investing in yourself as the highest-return asset; recognizing that no investment is truly risk-free; understanding the long-run relationship between stock market returns and economic growth; and the importance of taking individual responsibility over reliance on government policy.

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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

Dinis Guarda

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.

Open Series

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

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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Liquidity Events

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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TDI Podcast

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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CEG Worldwide

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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