March ’24 Market Recap: The S&P 500 returned 10.6% in Q1, on a combination of two very powerful forces; dovish central banks and a continued broadening of the AI narrative. The S&P 500 rallied for
Over the weekend, two of our advisors, Adam Wilson and Nick Schuessler, were recognized on the field during the Clemson football game for their contributions to the P.A.W. Journey Program. P.A.W. Journey is a leadership
The S&P 500 has recently hit all-time highs once more after being down from the previous high in January of 2022. This is good news! But this may also generate questions in your mind- will
Why? An age-old question that, depending on the context used, could have a multitude of meanings or implications. In the world that we operate in at Sugarloaf Wealth Management, we are constantly asking ourselves ‘why’?
Investing in the stock market can seem perilous at times. Imagine a scenario where you are journeying through the wilderness making your way to your destination. On your path there may be short-term interruptions or
How many decisions in life have we all made that, upon reflection, you wonder: “what in the world was I thinking?” Maybe it was a haircut you thought you could pull off or maybe you
Is a ‘Soft Landing’ Possible? Is it possible to avoid a recession after a Fed hiking cycle? One thing is for sure – the “upcoming recession” is widely anticipated. We are all looking at the
Market volatility can cause an onslaught of emotions and most of which would not be described as ‘pleasant’. Mostly notable of those emotions are anxiousness, frustration, and even fear… and rightfully so! It would be
“It seems like a good time to review the who, what, when and how much of Social Security spousal benefits, and the different rules — and benefit amounts — for spouses versus survivors.” Click the
You are probably aware that increasing your savings rate in any account will help promote more financial security. Every dollar you save is a dollar that wasn’t spent – and it’s a dollar that can
The financial services industry has nearly always existed in some form in the history of man and has undergone great changes throughout. It’s a mile wide and a mile deep in the breadth of what’s
Market Timing ‘Loss-aversion’ is a phenomenon where a real or potential loss is perceived by individuals as psychologically or emotionally more severe than an equivalent gain. Think about that for a moment… Losses ‘hurt’ more
“Winning by not losing.” Sounds counterintuitive, right? Take football for example… In football, there are two ways to win a game. Okay, not true, there are numerous ways… but hang with me. One way is
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