Core Wealth Planning

Core Wealth Planning

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Providing individuals, families, & small business owners with financial education to help define and manage their long and short term financial goals.

Joshua Sands is a Certified Estate and Trust Specialist. Core Wealth helps fully and partially self-employed, families, and individuals such as professors, doctors, small business owners create a sound financial foundation. We will walk you through a step-by-step process that will make you feel confident in your decisions. If you are receiving multiple sources of income, there are many options we

Market Week: September 7, 2026 (Video) 09/09/2026

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update available via video and a quick-read summary. Whether you’re a long-term client or a friend of the firm, I hope you find this week’s perspective helpful.

Market Week: September 7, 2026 (Video) See key market data for the week ending September 4, 2026.

Market Week: September 7, 2026 09/08/2026

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update available via video and a quick-read summary. Whether you’re a long-term client or a friend of the firm, I hope you find this week’s perspective helpful.

Market Week: September 7, 2026 The latest issue of Market Week is available.

Q2 2026 | Earnings Season Dashboard | Week 7 09/02/2026

Q2 2026 | Earnings Season Dashboard | Week 7 Second quarter earnings season has delivered exceptionally strong results, with S&P 500 earnings growth tracking above 50% year over year and nearly 20% even excluding the technology sector. Earnings strength has been broad-based across the market, while steadily rising profit forecasts point to con...

Market Week: August 31, 2026 (Video) 09/01/2026

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update available via video and a quick-read summary. Whether you’re a long-term client or a friend of the firm, I hope you find this week’s perspective helpful.

Market Week: August 31, 2026 (Video) See key market data for the week ending August 28, 2026.

Market Week: August 31, 2026 08/31/2026

Keeping a pulse on the financial landscape is essential to a sound strategy. Below, you’ll find my latest weekly update available via video and a quick-read summary. Whether you’re a long-term client or a friend of the firm, I hope you find this week’s perspective helpful.

Market Week: August 31, 2026 The latest issue of Market Week is available.

Q2 2026 | Earnings Season Dashboard | Week 6 08/31/2026

Q2 2026 | Earnings Season Dashboard | Week 6 Second-quarter earnings season remains exceptionally strong, with S&P 500 EPS growth tracking near 50% year over year, or about 30% excluding gains from private AI-related holdings, while earnings growth remains broad-based across sectors and reaches 21.5% outside of technology. Analysts have contin...

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Location

Address


2708 Butterfly Jasmine Trl
Sarasota, FL
34240

Opening Hours

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