Coastal Bridge Advisors

05/29/2026

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

05/05/2026

Markets staged a powerful rebound in April, with the S&P 500 surging +10.5% to new highs as easing geopolitical tensions boosted investor sentiment. Mega-cap stocks led the rally, while most sectors lagged behind the index. The story within tech is increasingly about AI. Read more from the May Market Update:

Stocks surged to new highs in April as geopolitical tensions eased, driven by a strong recovery in technology and semiconductor sectors amid AI's impact.

04/22/2026

Small actions can add up to a big impact. Let's make a difference together!

04/20/2026

April is Financial Literacy Month and our team is here to support your family’s journey toward financial independence. Empower the next generation with real-world financial confidence. Ready to start the conversation?

A practical approach to teaching kids and teens money skills—using real decisions, clear guardrails, and early investing conversations to build long-term confidence.

04/06/2026

The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January. However, the market traded lower in March due to escalating geopolitical tensions in the Middle East. Read more here:

The first quarter was eventful for markets with stocks trading higher to start the year, and lower in March due to escalating geopolitical tensions in the Middle East and the spike in oil prices. Learn key developments from Q1, and a look ahead to Q2.

03/17/2026

Feeling extra lucky this St. Patrick’s Day! We couldn’t let the day pass without saying how grateful we are for the wonderful clients who make our work so rewarding all year long. Thank you for your trust, partnership, and support. Here’s to more success, good fortune, and plenty of reasons to celebrate ahead! 🍀

03/08/2026

Today we celebrate the incredible women of our team and those around the world. Your leadership, talent, and dedication make the world a better place.
Happy International Women’s Day!

03/03/2026

February saw a market rotation with small caps and value stocks outperforming tech. Bonds and gold traded higher as investors sought stability amid AI concerns and geopolitical tensions. Read the full summary here:

February saw a market rotation with small caps and value stocks outperforming tech. Bonds and gold traded higher as investors sought stability amid AI concerns and geopolitical tensions.

02/16/2026

In observance of this holiday, our offices (along with the U.S. financial markets) will be closed Monday, February 16th. We will resume our regular business hours on Tuesday, February 17th, 2026.