Thought Leadership By Our Team

Equity markets started the month on a positive note, but fell into negative territory in response to Chairman Powell’s comments surrounding rate hikes.

The end of summer brings saying “goodbye” to your young adult child heading off to college. You’re likely feeling a mix of emotions: exhaustion from the process, worrying about how your child will adjust and for some, uncertainty about the change in family dynamics.

Equity markets had a good month as corporate earnings came in better than feared from some of the bellweather names like Apple, Amazon, and United Healthcare.

A 529 plan is a tax-advantaged investment account originally designed to help families pay for college. The earlier you start saving, the greater you will benefit from tax-free compounding. Withdrawals from these plans are tax-free as long as the funds are spent toward qualified education expenses.

Since the fall of 2021, the US inflation rate as represented by the Consumer Price Index (“CPI”) has been steadily rising. The rate hit a high of 8.6% for the 12 months ending May 2022. This means, in May, prices were on average almost 9% higher than they were last May.

Family vacation homes are a treasure for many of us, often providing fond memories for multiple generations. Successful planning for a vacation home requires thoughtful consideration of all of the interests of family members involved both now and in the future.

Equity markets had the worst first half start in over 50 years with the S&P 500 dipping more than 20% below its record high in early January due to a variety of foreign and domestic factors.

We take great pleasure, twice a year, in switching gears and curating a list to appeal on a more personal level to our clients, friends and family; our Summer Reading List and our Holiday Gift Guide. As avid readers, we always enjoy putting our summer reading list together for you.

After a downbeat April, May showed some signs of stabilizing with the bond market up slightly for the month and most equity indexes flat...

After a small rebound in March, stocks slid in April finishing the month on a low with a punishing last day of April...

Major indexes across the globe fell into correction territory on worries of inflation and geopolitical aggression.

We are thrilled to announce that Keiron O'Brien is joining Sandy Cove's leadership team. Keiron will be acting as the lead on key client relationships.

Since the initial invasion of Ukraine in February, hundreds of thousands of people have fled the country. We offer several resources to support the people of Ukraine as well as a word of caution for avoiding donation scams.

Worries about whether Putin would invade Ukraine became a reality on February 23rd with troops crossing the border. Stocks fell on this news

The tax season is officially here and millions of Americans are getting their documents together to file their tax returns. The Internal Revenue Service (IRS) is encouraging people to file their taxes quickly...