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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 Q4 2023

We must be careful here and go where the puck isn’t to butcher a Wayne Gretzky saying. That means being contrarian – focusing on opportunities in value and dividend-paying stocks and other stocks that have underperformed as well as stocks that are well-positioned to grow earnings and cashflow. There is clearly a path for continued […]

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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

2024 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 2024. 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 Q4 2023

We must be careful here and go where the puck isn’t to butcher a Wayne Gretzky saying. That means being contrarian – focusing on opportunities in value and dividend-paying stocks and other stocks that have underperformed as well as stocks that are well-positioned to grow earnings and cashflow. There is clearly a path for continued […]

Sign Up For Our Newsletter

Fill out my online form.

Shorepoint News

See the latest news about our firm.

Most Recent News

2024 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 2024. Please adjust retirement plan contribution rates accordingly for the new limits.