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Identifying

Opportunity.

Navigating

Risk.

Commentary & News

Get the latest investment commentary and news from Shorepoint Capital Partners.

Client Newsletters

Unique Insights On Markets and Shorepoint’s Investment Strategies

We’re committed to keeping our clients informed, engaged and, we hope, occasionally amused with our opinions and views. In our Quarterly Client Newsletters, we share our in-depth perspective on the markets, where we think they’re going, and what we’re doing to take advantage of opportunities in our clients’ portfolios.

Most Recent Newsletter

Newsletter Q1 2021

Shorepoint’s process is thoughtful, disciplined, and flexible. Please know that our team is working diligently to manage risk and returns as well as position your portfolio for the long-term. There are always reasons not to invest, but staying the course usually wins out. We believe that appropriate portfolio diversification amongst asset classes can help buffer […]

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Quarterly and Annual Market Reviews

Quarterly and Annual Market Reviews

Timely Updates On Financial Markets

We provide all clients with periodic analysis of recent news and policy decisions affecting the financial markets, including snapshots of market performance.

Most Recent Market Review

2019 Annual Market Review

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all while the trade war between the United States and China loomed throughout the year. Nevertheless, investors remained relatively bullish toward stocks, pushing several […]

Shorepoint News

See the latest news about our firm.

Most Recent News

2021 Five Star Professional

Tim Vanech and Luis Raposo were recognized as 2021 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the 9th year in a row Mr. Vanech has been recognized, and the 7th year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are associated with […]

Commentary & News

Get the latest investment commentary and news from Shorepoint Capital Partners.

Client Newsletters

Unique Insights On Markets and Shorepoint’s Investment Strategies

We’re committed to keeping our clients informed, engaged and, we hope, occasionally amused with our opinions and views. In our Quarterly Client Newsletters, we share our in-depth perspective on the markets, where we think they’re going, and what we’re doing to take advantage of opportunities in our clients’ portfolios.

Most Recent Newsletter

Newsletter Q1 2021

Shorepoint’s process is thoughtful, disciplined, and flexible. Please know that our team is working diligently to manage risk and returns as well as position your portfolio for the long-term. There are always reasons not to invest, but staying the course usually wins out. We believe that appropriate portfolio diversification amongst asset classes can help buffer […]

Sign Up For Our Newsletter

Fill out my online form.

Quarterly and Annual Market Reviews

Timely Updates On Financial Markets

We provide all clients with periodic analysis of recent news and policy decisions affecting the financial markets, including snapshots of market performance.

Most Recent Market Review

2019 Annual Market Review

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all while the trade war between the United States and China loomed throughout the year. Nevertheless, investors remained relatively bullish toward stocks, pushing several […]

Shorepoint News

See the latest news about our firm.

Most Recent News

2021 Five Star Professional

Tim Vanech and Luis Raposo were recognized as 2021 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the 9th year in a row Mr. Vanech has been recognized, and the 7th year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are associated with […]