Sparrow Capital Management

10/17/2026

10/16/2026

Fidelity's 2025 wealth transfer study found that roughly 67 percent of parents age 55 and older have never told their adult children what they will inherit, or whether they will inherit anything at all.

About 33 percent would prefer the kids are kept in the dark about the amount.

Their reasons should feel familiar:
✔️ Worry that a specific number will dampen a child's drive
✔️ Discomfort talking about money at all

The same study found:
Most adult children say they are ready to handle whatever they inherit and would rather shape things while their parents are still around to explain the "why" behind decisions.

Families who have inheritance strategies share some similar habits:
💬 Kids know who the financial professionals are and how to reach them
💬 Everyone knows where the estate documents are
💬 They try to manage any surprises well ahead of time

So, do you tell your children or not?

There's no single right answer here.

Sharing exact numbers isn't necessary, but most families find that a broad discussion can help with priorities and expectations.

10/15/2026

Artificial intelligence (AI) is reshaping the software landscape, creating opportunities for some companies while raising questions for others. One area that has stood apart for us this year is cybersecurity.

In a recent article examining the strength of cybersecurity stocks, Gerry Sparrow, President of Sparrow Capital Management, shared why he believes security software could become even more important as AI advances.

“As AI gets smarter, security software will get even more important, because you have to stay one step ahead.”

Read the full article: https://coveringcompanies.journalism.cuny.edu/2026/09/28/cyber-is-the-new-blue-chip-security-stocks-left-the-rest-of-software-behind/



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

10/14/2026

A mother in California picked up the phone and heard her daughter's voice, panicked, saying she'd been kidnapped and needed money immediately.

What she'd heard wasn't her daughter. It was an AI-generated clone of her voice.

In a 2025 study, scientists found that when people heard a cloned voice, they correctly identified the voice as AI-generated only about 60 percent of the time.

The FBI attributed more than $890 million in 2025 losses to AI-enabled fraud, and voice cloning is one of the main drivers behind that number.

It is not only older adults being targeted. Younger family members get these calls too, often framed as a sibling or friend in trouble. Older adults just tend to lose the most per incident.

Two ways to protect your family.

🔐 Agree on a private code word or question with the people a scammer is most likely to impersonate (kids, parents, spouse)

📞 If a call like this comes in and you have not set up a code word yet, hang up, then call the real person back

When in doubt, slow down and verify.

10/13/2026

AI is creating new opportunities, but it is also creating new security challenges.

Gerry Sparrow, President, Sparrow Growth Fund, recently joined the Schwab Network to discuss how the growth of AI is increasing cybersecurity needs for businesses and government. In conversations with Nicole Petallides, he shared his thoughts on what that growing demand may mean for companies across the industry.

Watch the full interview: https://schwabnetwork.com/video/ai-s-double-edged-sword-to-cybersecurity-software



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

10/10/2026

⚠️ Money is one of the most consistently cited sources of stress in America.

For caregivers, that weight often increases! 😮

Having a clearer picture of where things stand can help ease some of the uncertainty that makes financial stress feel heaviest in the first place.

There's no clean solution to money stress.

Most of it is caused by the unknown. The uncertainty.

World Mental Health Day recognizes just how deeply finances can impact our well-being (and vice versa).

If financial stress has been sitting in the background of your life this year, a conversation with a professional can go a long way, be it a mental health professional or a financial professional. Pursuing comfort, understanding, and compassion is a team sport.

10/09/2026

As artificial intelligence becomes more accessible, and more powerful, the need for cybersecurity is growing right along with it.

Sparrow Growth Fund President, Gerry Sparrow, recently appeared on the Schwab Network. He spoke with Nicole Petallides about cybersecurity, sharing his insights and why he believes increased security needs across businesses and government are driving demand for cybersecurity software and services.

He also shared the signals he’s seeing from companies including CrowdStrike, Microsoft and Okta, and why accelerating demand in parts of the industry continues to get his attention.

Watch the full interview: https://schwabnetwork.com/video/ai-s-double-edged-sword-to-cybersecurity-software


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

10/09/2026

Breast Cancer Awareness Month is an opportunity to prioritize health.

Early detection through regular screenings is one of the most effective tools we have in the fight against breast cancer.

Here are a few small things we can do this October:

✅ Schedule your annual screening if you haven't yet

✅ Educate yourself and others on risk factors and preventative lifestyle habits

✅ Support research and organizations dedicated to advancing breast cancer prevention and care

Taking charge of your health today makes all the difference for tomorrow. 🎗️

10/07/2026

There's a reason so many women business owners half-joke that their real title is "everything."

More women than ever are starting and running businesses, and they're doing it at a faster clip than the market overall.

Census data show women now own more than 14 million businesses nationwide, a number that's grown 26 percent since 2012, compared with 19 percent growth for businesses as a whole.

A lot of that growth is happening online, where women-owned businesses tend to be more digitally integrated than those owned by men.

It also means millions of women are managing key decisions from scratch:

💼 How income gets paid (salary, distributions, or owner draws) and what that means at budget time

💼 Which retirement vehicle fits, and how much room there is to contribute

💼 How healthcare, disability, and other insurance get sourced without an employer default

💼 How the business gets valued, and what a sale or transition would actually look like

💼 How personal finances stay untangled from the business's finances

Wearing a tall stack of hats doesn't make entrepreneurship harder than it's worth. Plenty of women running these businesses would say the trade-offs are part of the deal. But it does mean the hats keep stacking up, one on top of the other.

This month is a good time to tip our own hats to the women doing it all at once.

10/06/2026

AI is creating new opportunities, but it is also creating new security challenges.

Gerry Sparrow, President, Sparrow Growth Fund, recently joined the Schwab Network to discuss how the growth of AI is increasing cybersecurity needs for businesses and government. In conversations with Nicole Petallides, he shared his thoughts on what that growing demand may mean for companies across the industry.

Watch the full interview: https://schwabnetwork.com/video/ai-s-double-edged-sword-to-cybersecurity-software



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