Coastal 360 Capital Advisors at Steward Partners

09/09/2026

Exploring financial wellness involves understanding markets, financial planning, investing, and how interest rates affect stocks. Despite challenges like rising oil prices and bond sell-offs, stock markets often defy expectations with strong performance.

Investors in the stock market are facing a protracted war in Iran, rising oil prices and a bond sell-off that could elevate borrowing costs across the economy.

09/08/2026

Tracking stock price ranges and volumes can offer insights into market movements, aiding in smart investing. Prioritize financial wellness through effective financial planning and understanding how institutional investors influence the stocks.

Tracking a stock’s price range and volume can give individuals clues on when to buy a stock that’s about to climb or bail out on a stock that’s primed to fall.

09/04/2026

Sequence of Returns Risk can impact financial wellness in retirement. Smart financial planning and investor education are key to navigating downturns effectively, safeguarding long-term financial security.

"Sequence of Returns Risk" is a critical threat to retirement plans; it occurs when market downturns coincide with withdrawals, forcing retirees to sell assets at a loss.

09/03/2026

Promoting financial wellness in parenting involves integrating financial planning and investing into everyday life. Encouraging teens to invest early, with tools like joint accounts, enhances their financial literacy and prepares them for the future.

Families see joint accounts that let kids invest as a way to teach financial literacy and protect against an uncertain future.

09/02/2026

Exploring the interplay of stocks and bonds is crucial in financial planning. As markets evolve, understanding AI's role in financing the current trends enriches investor education. Prioritize financial wellness through informed investing.

Like every bubble, the important point is how the AI boom is being financed.

08/31/2026

Give financial planning a holiday twist: use National 401(k) Day as a chance to check in on your retirement savings. Boost financial wellness by reviewing your 401(k) and adjusting as needed so your future self can enjoy a stress-free retirement.

National 401(k) Day is a good excuse to check in on your retirement savings—and maybe make a few moves your future self will thank you for.

08/28/2026

Every financial journey starts with a destination in mind. The key to reaching your goals is having a clear roadmap. At Coastal 360 Capital Advisors, we help our clients navigate each milestone—from building wealth to planning for retirement and creating a lasting legacy. Your future deserves a plan.

08/27/2026

Achieving financial wellness in retirement involves not just financial planning but also ensuring your home is secure for aging-in-place. Consider home security and technology as crucial elements to maintain independence and peace of mind in your retirement years.

Longevity preparedness and retirement planning isn't just about money. See how home security, technology and trust can help you age-in-place and live independently longer.

08/26/2026

You spent years building your wealth. Now it's time to create a strategy to protect it and make it last throughout retirement.

08/25/2026

Financial wellness is crucial for all generations. Financial planning varies widely; baby boomers near retirement, while millennials and Gen Z often prioritize early savings. Federal Reserve data show retirement participation peaks in midlife.

It’s easy to assume that most adults are saving for retirement—but whether that’s true depends a lot on age. Federal Reserve survey data show that participation rises quickly in early adulthood, peaks in midlife, and then gradually declines.