Often, in the process of getting to know our clients, we uncover very complex wealth management needs and we work with our clients to ascertain the planning of those needs. Then we develop personalized financial plans and a customized strategy with the goal of transforming those opportunities into increased wealth. As part of our comprehensive wealth management we provide:
April 2022- Surging inflation, the war in Ukraine, and recession fears made for a difficult start to the year for both equities and fixed income. Equities are experiencing their first correction since March 2020. The S&P 500 has dropped nearly 13% and the NASDAQ over 20%. Volatility remains the dominant force as the market digests Federal Reserve rate hikes, geopolitical turmoil, and continuing macroeconomic imbalances. Bonds, faced with sharply higher and rising interest rates, failed to fulfill their traditional role as defensive ballast. The average bond, as measured by the Barclay’s US Aggregate Index, is down 9% year to date.
March 2022- Over the last several weeks, a few clients have called and asked if we were considering changes in their portfolios as a result of the recent volatility and geopolitical landscape. One brought up that, being new to the firm, he hadn’t endured a market shock like this so it might be comforting to know why we were confident in our process in the first place. We thought it was a very apt comment so took the inspiration and ran with it. Below we offer a brief overview of our investment process. We hope you find it helpful.
March 2022- Seascape Capital Management is a proud sponsor of the Cross Roads House 20th Annual Benefit by the Sea on May 7th at the Wentworth by the Sea. The Benefit by the Sea gala is a vital part of securing the necessary funds to continue providing shelter and life changing services for men, women, and children in our community who are experiencing homelessness. Please read on for the link if you want to get involved!