Sparrow Capital Management

09/03/2026

For decades, the focus was on accumulating. Saving, building, preparing. Retirement flips that dynamic.

Suddenly, the goal is to draw on what you’ve built, coordinate multiple income sources, and balance today’s spending with what’s ahead. Life expectancy data suggests many retirees may spend 20 or more years in this next chapter.

That’s not a footnote. It’s the whole story.

The early years of retirement are worth being intentional about. The routines you establish, the way you approach your time and your finances, tend to set the tone for what follows.

That’s something worth talking about.

Source
OECD Life Expectancy at Age 65, 2026

09/02/2026

One of the biggest changes in retirement isn’t financial. It’s social. Work provides structure, sure. But it also provides community. Colleagues, shared goals, and a reason to be somewhere at a specific time.

When that falls away, many retirees find themselves rebuilding their social lives from the ground up. Community groups, volunteer organizations, and new social circles often fill the gaps, but it takes time.

Research shows that more than one-quarter of adults age 65 and older volunteer each year. That’s not a coincidence. For many people, contributing to something larger is part of what makes retirement feel meaningful. If you’re navigating this transition, you’re not alone.

Source
AARP, May 28, 2025

09/01/2026

The first year of retirement brings a shift that’s bigger than most people expect. Your schedule opens up.

Your income sources change.

The rhythms you’ve built over decades are replaced by something new and unwritten.

For many retirees, that first year is less a finish line and more a starting point. It’s a chance to experiment with routines, revisit long-postponed interests, and figure out what this next chapter actually looks like for you.

This week, we’re breaking down what that transition often looks like in real terms. Follow along for the full picture.

08/25/2026

Tax reminder! Your second-quarter estimated income tax payment is due on June 15, 2027.

If you're self-employed or earn income that isn't subject to withholding, now is the time to make sure your payment is on track. Don't wait until the last minute—a missed or underpaid estimated tax payment can mean penalties come filing season.

Not sure how much to pay? A good rule of thumb is to pay at least 90% of what you'll owe this year, or 100% of last year's tax liability—whichever is smaller. If you want more specific information, check with your tax, legal, or accounting professional.

08/20/2026

How long could the AI investment cycle continue?

Sparrow Growth Fund CIO Gerry Sparrow sees visibility for at least the next three years as companies continue investing in data centers, servers and networking equipment and incorporate AI into their businesses.

In his recent appearance on Schwab Network's Opening Bell, Gerry spoke with Nicole Petallides, and discussed recent results from companies including Amazon and Microsoft and shared why he believes the AI investment cycle may have room to run.

Watch the full interview: https://schwabnetwork.com/video/-confident-the-fed-can-manufacture-growth-case-for-amzn-msft-v



For fund disclosures, please click here: https://www.sparrowcapital.com/

08/18/2026

08/17/2026

What could keep the market moving higher?

With stocks reaching new highs, Sparrow Growth Fund’s CIO Gerry Sparrow spoke with Nicole Petallides on Schwab Network's Opening Bell to discuss the economic and market backdrop and why he remains positive heading into year-end.

Stable inflation, continued consumer spending and the Fed’s ability to balance its dual mandate are among the factors he’s watching.
“We like the market going forward, especially into year end.”

Watch the full interview: https://schwabnetwork.com/video/-confident-the-fed-can-manufacture-growth-case-for-amzn-msft-v


For fund disclosures, please click here: https://www.sparrowcapital.com/

08/14/2026

A new study suggests a blood test may someday help identify healthy older adults who are at higher risk of developing Alzheimer’s symptoms years in advance.

The test measures p-tau217, a form of tau connected to Alzheimer’s-related changes in the brain.

Researchers found that symptom-free older adults with very high levels of p-tau217 had a 38% risk of developing cognitive impairment within five years. That risk rose to 78% over 10 years, though researchers noted there is less confidence in the 10-year estimate.

For now, scientists say the test may be most useful for research, including identifying people who could participate in studies of possible Alzheimer’s treatments or prevention strategies.

They also caution that the test is not yet precise enough to guide an individualized prognosis for healthy people.

The broader takeaway: medical advances can create promising new tools, but timing, accuracy, and clinical usefulness matter. For now, researchers still emphasize familiar brain-health habits, including eating well, sleeping well, exercising, and staying socially engaged.


Source:

A blood test that helps diagnose Alzheimer's might also forecast if healthy older adults will develop symptoms.