As a Portfolio Analyst, Connor works closely with our Chief Investment Officer and other Sandy Cove colleagues to assist in the management and investment of our clients’ assets. Connor is responsible for many back-office client functions including portfolio manager research, investment fund ranking...

As a result of an increased work-from-home environment in the past year, attacks from cyber criminals have spiked to new levels of frequency, sophistication, and targeted customization. These attacks are aimed at both businesses as well as individuals.

Despite the major volatility during and following the global pandemic in 2019, the S&P 500 has not had a 5% correction or more since October 2019. This “boring” or “calm” market condition usually means a rising market and that has certainly been the case this year with the S&P 500 up 15.3% through June 30th.

In the course of the year, we strive to inform and educate you on many financial related topics. Twice a year, we take great pleasure in switching gears and curating a list to appeal on a more personal nature to our clients, friends and family; our Summer Reading List and our Holiday Gift Guide.

Another month, another positive return for equity markets. A combination of good corporate earnings guidance, vaccination progress, lower market volatility, and strong economic data provided a tame treasury yield response and

The Biden Administration’s American Families Plan and other tax proposals may complicate the tax landscape for high-income earners. Many of the proposals target taxpayers earning more than $400,000 per year.

‘Tis the season with proms and graduations as important milestones in young people’s lives and a wonderful cause for celebration. This year especially, guests are looking forward to getting out and celebrating.

APRIL EQUITY MARKETS: Equities posted another solid month of returns gaining strength from economic data that was both backward looking and forward looking as most public companies reported first quarter earnings in April and discussed favorable earnings outlooks.

The COVID-19 pandemic has impacted individuals of all ages and stages of life in different ways. While the boomerang generation experienced a reduced severity of illness, many of them have acutely felt the impact of failing to launch.

You cannot turn on a television, open a newspaper, or attend a social gathering without hearing about Bitcoin or cryptocurrency these days. What was an arcane concept a few years ago, is now gaining wider acceptance.

MARCH EQUITY MARKETS: Equities were in favor in March with the economic rebound...

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...