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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 Q3 2022

The metaphor of the skipping record may be lost on many of our readers. We understand our advice may seem frustratingly similar and simple to articulate-that is, keep buying the dips in cheap, quality asset classes. We are upgrading the quality of clients’ fixed-income positions now that we do not have to “reach” for yield.

Sign Up For Our Newsletter

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Shorepoint News

See the latest news about our firm.

Shorepoint News

See the latest news about our firm.

Most Recent News

2023 Retirement Planning Key Numbers

The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limits for retirement and estate-related items for tax year 2023. Please adjust retirement plan contribution rates accordingly for the new limits.

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 Q3 2022

The metaphor of the skipping record may be lost on many of our readers. We understand our advice may seem frustratingly similar and simple to articulate-that is, keep buying the dips in cheap, quality asset classes. We are upgrading the quality of clients’ fixed-income positions now that we do not have to “reach” for yield.

Sign Up For Our Newsletter

Fill out my online form.

Shorepoint News

See the latest news about our firm.

Most Recent News

2023 Retirement Planning Key Numbers

The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limits for retirement and estate-related items for tax year 2023. Please adjust retirement plan contribution rates accordingly for the new limits.