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2022 continues to be one of the most challenging investment environments in the past half century. We discuss how we got here, how to slow inflation, what investment changes we have made and what it will take to make us buyers.
Stock and bond markets remain under pressure and challenged as central banks around the world hike interest rates to aggressively suppress inflationary pressures. We provide some commentary on the current environment for Sandbox clients.
In a challenging investment environment, getting paid interest or dividends is a productive strategy. We have found many opportunities for investors to find high yield in a mix of safe to moderate investment structures.
Rose Colored Glasses and the 3 Ps of Transition
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Sandbox Financial Partners provides context on recent market volatility. Stock & Bond Markets Endure a Down August After July’s Gains while the Federal Reserve Chair Slashes Hopes for a Policy Pivot. September 1, 2022.
One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.
Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.
The answer to "How much?" varies from individual to individual. An overview of how to calculate the size of your retirement.
Sandbox Financial Partners August 2022 Client Letter and Commentary, Stocks & Bonds Rally as Investors Debate Federal Reserve Policy.
A divorce attorney is usually the first professional hired after the devastating news of a divorce and a Certified Divorce Financial Analysts, CDFA® should be considered for the second hire.
Help your clients better understand life insurance and its place in their financial strategy.