Thought Leadership By Our Team

With a new year comes a new format for our quarterly market discussions. We value your time and want to make the market information we present more concise and easier to read. To that end, we are doing away with the multi-page version of two reports (last year’s review and this year’s outlook). We’re combining those pieces and making them easier to follow with more bullet points summaries and illustrative graphics. We hope you enjoy the format.

In October 2024, we hosted The G2 Webinar: Financial Building Blocks for Young Professionals. The event was very well attended and sparked some great questions from our audience. We recognize, however, that some of our valued clients and their adult children were unable to attend. We have summarized some key takeaways and actionable tips discussed during the webinar.

2025 Important Numbers

The winter holidays are right around the corner and we are excited to share our highly anticipated Holiday Gift List for 2024.

Choosing when to claim Social Security benefits is one of the most important financial decisions you’ll make in retirement. The timing of your claim can significantly impact your overall benefits, potentially affecting your long-term financial security.

U.S. equities had a strong third quarter across large, mid, and small-cap equities despite several stretches of market volatility along the way. Domestic large cap equities, as measured by the S&P 500, continued their movement upward as year-to-date gains ended the quarter up 22.1% for the year.

The allure of living abroad can promise a better climate, a lower cost of living, and a higher quality of life if you find the right country to move to in your golden years. A retirement visa is one document that can help you turn that retirement goal into a reality.

Equities got off to a rocky start in April with a small pullback of about 5.5% in the S&P 500. However, sentiment quicky changed in May and June as a continuation of solid economic data combined with tamer inflation gave a boost to stocks and propelled the S&P to new all-time highs the last two months. For the quarter, the S&P 500 total return rose 4.3%, after a stunning 10.6% rise in the first quarter.

In today's digital age, where convenience and connectivity define our everyday interactions, safeguarding your personal information and financial assets against cyber threats is more critical than ever. With the growing sophistication of cyber-attacks from hackers all over the world, we wanted to share some tips ...

The weather the past few weeks has been glorious and we can only hope that it will continue. We have been working hard on curating our annual Sandy Cove Summer Reading List.

Social Security payments have been coming out of your paycheck for your entire career, and many workers feel strongly that they want to begin taking their Social Security retirement benefit as soon as they’re eligible at age 62.

Markets continued to rise for the second quarter in a row and the S&P 500 stayed on a stable upward path over the last five months. For the quarter the S&P total return rose an impressive 10.6% which we attribute to good economic data on inflation and the economy...

Major changes are coming to the real estate industry which will shift the way we have historically bought and sold homes. A powerful group, the National Association of Realtors has agreed to a rule change on how real estate agents are compensated which could be a big deal for homebuyers.