Thought Leadership By Our Team

The Ever Given needed all the conditions to be right to free the stuck ship from the side of the Suez Canal, including the worm full moon. The same is true for the latest SPAC craze.

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest - inflation.

The Tax Cuts Jobs Acts was voted into law in 2017. It had been the most significant tax cut since 2001 when former President George...

After a slow January, stocks made a strong recovery in February due to a number of macro events: progress on stimulus, continued low rate policy confirmation...

With the number of cyber threats growing at an alarming rate, we want to take this opportunity to share some best practices,discuss the use of public WiFi, and shed some light on some increasingly growing threats.

Lately, we have many clients who are asking about establishing residency in another, more tax advantaged state. The more important question than the process of establishing residency, is that of breaking domicile in your current state of residence...

January was mostly a down month for financial markets as uncertainly about the new strains of virus and confusion/delays surrounding the COVID-19 vaccines became a major focus.

Losing a parent can be one of life’s most difficult experiences, at any age. There are often time-sensitive and practical matters to attend to during what is sure to be an emotionally overwhelming time.

As we close out 2020, it’s time to get organized and assess your investments after a very volatile year. You want to start 2021 off right by taking stock of your goals, objectives, and risk tolerance...

With the U.S. election behind us, a new stimulus package, and three vaccines racing to the public, we can paint a fundamentally better picture for the economies...

For many, 2020 was a year to forget. Isolated from friends and loved ones, cancelled weddings and other important events were just the “good” parts...

Equities embraced the clarity of the elections and vaccine news and rallied the entire month. November was certainly a “risk on” month with U.S. small...

With the year-end fast approaching, it is time to consider some strategic moves to reduce your 2020 tax bill. This year’s market activity makes it all the more important for clients and advisors to consider tax saving strategies. Where appropriate, realizing gains...

Back by popular demand is Sandy Cove Advisors Holiday Gift Guide for 2020. If you are stumped on what to get your loved ones this holiday season...

Biden wins Presidency and Congress remains split. Pfizer announced positive Phase 3 results for its COVID vaccine (11/9/2020) Markets...