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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 2020

Our current portfolio positioning is conservative relative to your personal investment objective and risk appetite. We are holding the highest cash and lowest equity levels in accounts than we have in over 10 years. This is reflective of the current market and economic conditions, the pandemic’s negative impact, and the uncertainty around the presidential election. […]

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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 Retirement Planning Key Numbers

The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for retirement and estate-related items for tax year 2021. In general, these limits will either remain unchanged, or the inflation adjustments for 2021 will be small. 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 2020

Our current portfolio positioning is conservative relative to your personal investment objective and risk appetite. We are holding the highest cash and lowest equity levels in accounts than we have in over 10 years. This is reflective of the current market and economic conditions, the pandemic’s negative impact, and the uncertainty around the presidential election. […]

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 Retirement Planning Key Numbers

The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for retirement and estate-related items for tax year 2021. In general, these limits will either remain unchanged, or the inflation adjustments for 2021 will be small. Please adjust retirement plan contribution rates accordingly for the new limits.