Coastal Bridge Advisors

08/28/2026

Not everyone supporting a retirement plan has the same responsibilities.

Understanding the difference between a fiduciary advisor and a broker of record can help plan sponsors better understand who is responsible for investment oversight, decision-making, and ongoing plan governance.

Knowing who has formally accepted fiduciary responsibility is an important part of maintaining a thoughtful and well-documented process.

Contact Coastal Bridge Advisors to learn more.

08/14/2026

Today is National Financial Awareness Day!

It's a great reminder to take a closer look at your financial picture. Whether it's reviewing your budget, checking in on your savings goals, or organizing your financial priorities, small steps can help you stay focused on what matters to you.

08/04/2026

Happy National Chocolate Chip Cookie Day! 🍪

To celebrate, we shared chocolate chip cookies with our team across Coastal Bridge Advisors' offices. It's a fun way to recognize the day and enjoy a sweet treat together.

We hope you're able to enjoy a cookie today, too!

07/30/2026

Today we're celebrating National Intern Day and recognizing the students who spent their summer learning, growing, and working alongside our teams.

A special shoutout to Reese, Dennis, Robert, and Anastassia. Thank you for bringing your curiosity, professionalism, and positive attitude to our Milford and Hingham offices. It has been a pleasure having you as part of the Coastal Bridge Advisors team this summer!

07/23/2026

Tune in at 10:00 a.m. CT / 11:00 a.m. ET as Chief Revenue Officer Bill Loftus and Chief Investment Strategist David Waddell revisit the themes from David's initial 2026 Outlook, reflect on what's unfolded so far this year, and discuss the opportunities and risks they see for the second half of 2026.

We hope you'll join us: https://hubs.ly/Q04qvS4H0

07/07/2026

Stocks staged a strong recovery in Q2, with the S&P 500 gaining +15% and finishing near record highs. The Middle East conflict and oil shock that started in Q1 continued for most of Q2, but oil prices fell as the two sides worked toward a ceasefire agreement. Read more from the 2Q 2026 Recap & 3Q 2026 Outlook:

Stocks staged a strong recovery in Q2, with the S&P 500 gaining +15% and finishing near record highs while oil prices fell.

07/03/2026

Cue the fireworks, fire up the grill, and get ready to celebrate America's 250th birthday.

As we mark this historic milestone, we hope your Fourth of July is filled with great food, good company, and a sky full of fireworks.

Please note that our office will be closed on Friday, July 3rd, in observance of the holiday. We'll be back and ready to help on Monday.

Wishing you a safe, happy, and memorable Fourth of July!

07/02/2026

Coastal Bridge Advisors, Waddell & Associates and One Charles Private Wealth Combine Firms - Strategic combination expands client resources, technology and advisory capabilities. Read more here:

Coastal Bridge Advisors, Waddell & Associates and One Charles Private Wealth Combine Firms

06/29/2026

The deadline to complete the FAFSA is June 30. Submitting your application can help maximize your eligibility for grants, scholarships, work-study opportunities, and federal student aid. Even if you're unsure whether you qualify, it's worth applying, as many colleges and universities use FAFSA information when determining financial aid awards. As you prepare for the future, Coastal Bridge Advisors is here to help you navigate college savings options and create a plan to help meet your educational goals.

06/21/2026

This Father’s Day, we celebrate the fathers, grandfathers, and father figures who guide, support, and inspire us. Their wisdom and love help shape families and communities in meaningful ways.

Whether you're making new memories or cherishing old ones, we hope your day is filled with gratitude and joy. Happy Father’s Day!