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Thought Leadership By Our Team

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Sandy Cove Advisor’s Market Review & Outlook

With a new year comes a new format for our quarterly market discussions. We value your time and want to make the market information we present more concise and easier to read. To that end, we are doing away with the multi-page version of two reports (last year’s review and this year’s outlook). We’re combining those pieces and making them easier to follow with more bullet points summaries and illustrative graphics. We hope you enjoy the format.

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Financial Building Blocks for Young Professionals

In October 2024, we hosted The G2 Webinar: Financial Building Blocks for Young Professionals. The event was very well attended and sparked some great questions from our audience. We recognize, however, that some of our valued clients and their adult children were unable to attend. We have summarized some key takeaways and actionable tips discussed during the webinar.

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When to take Social Security

Choosing when to claim Social Security benefits is one of the most important financial decisions you’ll make in retirement. The timing of your claim can significantly impact your overall benefits, potentially affecting your long-term financial security.

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Retirement Visa – What You Need to Know

The allure of living abroad can promise a better climate, a lower cost of living, and a higher quality of life if you find the right country to move to in your golden years. A retirement visa is one document that can help you turn that retirement goal into a reality.

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Second Quarter Market Update: Top Heavy Returns Drive U.S. Performance

Equities got off to a rocky start in April with a small pullback of about 5.5% in the S&P 500. However, sentiment quicky changed in May and June as a continuation of solid economic data combined with tamer inflation gave a boost to stocks and propelled the S&P to new all-time highs the last two months. For the quarter, the S&P 500 total return rose 4.3%, after a stunning 10.6% rise in the first quarter.

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SECURE ACT 2.0: New Retirement Plan Rules

The 2023 fiscal year-end government funding bill contained legislation that makes the most significant changes to the U.S. retirement savings system in decades. The SECURE 2.0 Act builds on retirement savings changes passed in 2019 and contains new provisions that further raise the required minimum distribution (RMD) age, shift to automatic plan enrollment and provide for new matching/emergency withdrawal opportunities.

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