Thought Leadership By Our Team

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

In general, markets continued to gain strength in the second quarter after the first quarter bounce back. We finished the first half the year in a much better state than most had anticipated. Leading the quarterly index performance once again, was the S&P 500 Index.

Do these relaxing summer days have you contemplating early retirement before age 65? The Pandemic and Working from Home (WFH) has more people contemplating retiring early. By planning and being realistic, you can move toward an early retirement with a greater level of confidence.

This gorgeous weather has us thinking about summer plans and what we will be reading. Each year, we take great pleasure in curating our Sandy Cove Reading List, gathering suggestions for our clients, friends, and family.

Markets bounced back into positive territory in the first quarter of 2023 after posting difficult double-digit declines in 2022.

Tis the season with approaching proms and graduations as important milestones in young people’s lives and a wonderful cause for celebration.

The death of a parent can be one of life’s most difficult experiences, at any age. During what may be an emotionally overwhelming time, there are often time-sensitive and practical matters to attend to.

The tax season is officially here and it is time to get yourself ready. Everyone’s tax situation is different, but here is a listing of common tax forms and records you should have prior to filing your tax return.

One of the more difficult things in life is when you have to acknowledge that your relationship with your parents takes a twist and you become the caregiver.

This is a good month to take stock of relationships that are important to you. Investing in friends and hobbies is an important part of life planning.

The year 2022 never had a chance of success as witnessed by the first week of trading that saw record new highs in early January erased within days, followed by a correction (-10%) and a bear market (-20%) in equities in a short period of time.

Last year, we titled our outlook piece “Year of Fed Tightening” and put the focus on the Federal Reserve because we believed it held the majority of control over the path of the economy and the markets.

By far the most difficult part of a financial plan is determining how much you spend. Few people can quantify their annual spend rate, so you are not alone. Here is a worksheet to help you get started

Congress passed a long-awaited retirement bill, dubbed “SECURE Act 2.0,” in late December as part of a broader omnibus spending bill.

Getting control of your financial life is one of the top New Year’s resolutions. We’ve compiled a checklist of suggestions to help you get started on this goal.