We finally have a blueprint from Congress demonstrating how they plan to pay for the proposed $3.5 trillion infrastructure bill. The House bill is larger than the $1.0 trillion Senate bill, and includes human infrastructure components such as....

In 2003, health savings accounts (HSAs) were established as a way for people to save tax-free money for qualified medical expenses. An HSA is a benefit available to individuals who have

The broad market finished its seventh straight positive monthly return in a row. Much of that rise came from genuine excitement of stronger than expected earnings growth. The corporate earnings picture was quite robust with companies

Many parents have now said “goodbye” to their young adult children heading off to college this fall. They’re likely feeling a mix of emotions, including just plain exhaustion from the process and continued worries about COVID-19

The broad market notched another positive leg up in July with most major indices up for the month. As the equity market saw the treasury bond yield curve flatten, the financial sector took a breather, but the lower yield ..

Most of us want to view our parents as healthy, strong and everlasting. As they age, it is inevitable that they will eventually require some form of senior living care to meet their changing needs. The best decisions are rarely made in an emergency situation..

When considering the use of a mortgage versus payment of cash for a new home, it can be important to understand the arbitrage between the interest rate you will pay to borrow the money, and a conservative estimated rate of return for your investable assets.

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.