Sparrow Wealth Management

Sparrow Wealth Management

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Based in Lake Nona, Florida, we harness the flexibility of virtual and remote technology to serve a diverse set of clients nationwide.

Client Letter – Q1 2025 | Sparrow Wealth Management | Fee-Only Financial Advisor 04/05/2025

Our Client Letter for Quarter 1 is out now! We dive into the details of the best performing asset classes for the first quarter of 2025. Read it here: https://www.sparrowwealth.com/client-letter-q1-2025/

Client Letter – Q1 2025 | Sparrow Wealth Management | Fee-Only Financial Advisor During the first quarter of 2025, the best performing asset classes were international large value stocks and international small value stocks. The following chart shows the 3-month, 1-year, and 30-year performance of many DFA funds (representing different asset classes) compared to the S&P 500 Inde...

Trump tariff formula misrepresents global trade economics, experts say 04/05/2025

Most (if not all) economists disagree with Trump's "math" regarding the tariffs that other countries have supposedly imposed on US exports, which he is using to justify the recently announced tariffs on most countries around the world. Please read this article to get some actual "facts" on the matter. No matter what Trump's reasons are for the tariffs, they are bad for the USA on so many levels and will isolate us from our allies and trading partners. I hope to see more of our elected officials speaking out publicly and doing what they can to stop these tariffs before the damage cannot be reversed.

Trump tariff formula misrepresents global trade economics, experts say The Trump administration's tariff calculations appear on paper to be a simplified math of America's trade relationships.

This City Ranked No. 1 in the U.S. for Retirement for Its Tax-friendliness, Health Care Facilities, and Pristine Weather 11/21/2024

Orlando (FL), my home city, has been selected by WalletHub as the #1 city in the U.S. for retirement, due to its low taxes and cost of living, combined with its warm weather, top health care facilities, and the variety of activities and things to do. I guess this also makes Orlando a good place to provide financial services for retirees. 😆👍🙏

This City Ranked No. 1 in the U.S. for Retirement for Its Tax-friendliness, Health Care Facilities, and Pristine Weather Orlando is the best place to retire, according to a new survey by WalletHub.

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Orlando, FL

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm