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Opportunity.

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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 2019

We don’t have a dour view of stocks. Rather than try and call the economic cycle, we continue to invest in companies with strong free cash flow, strong business models, and conservative balance sheets. While we think there may be an earnings lull, and we worry about trade wars and Washington missteps or non-steps, the […]

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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

Quarterly Market Review: July-September 2019

The third quarter was full of ups and downs for stocks, much like the second quarter. Stock values moved in response to the rhetoric from the participants in the trade war between the United States and China. The Federal Reserve lowered interest rates two times during the quarter. More new jobs were added, but at […]

Shorepoint News

See the latest news about our firm.

Most Recent News

Shorepoint Welcomes Howard Corey

We are very pleased to announce that Howard Corey has joined the Shorepoint team. He will be working closely with both of us to deliver world-class operational and client service to our clients. Howard has broad experience in the wealth management industry encompassing client services, multi-asset class trade execution and client performance reporting. Before joining […]

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 2019

We don’t have a dour view of stocks. Rather than try and call the economic cycle, we continue to invest in companies with strong free cash flow, strong business models, and conservative balance sheets. While we think there may be an earnings lull, and we worry about trade wars and Washington missteps or non-steps, the […]

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

Quarterly Market Review: July-September 2019

The third quarter was full of ups and downs for stocks, much like the second quarter. Stock values moved in response to the rhetoric from the participants in the trade war between the United States and China. The Federal Reserve lowered interest rates two times during the quarter. More new jobs were added, but at […]

Shorepoint News

See the latest news about our firm.

Most Recent News

Shorepoint Welcomes Howard Corey

We are very pleased to announce that Howard Corey has joined the Shorepoint team. He will be working closely with both of us to deliver world-class operational and client service to our clients. Howard has broad experience in the wealth management industry encompassing client services, multi-asset class trade execution and client performance reporting. Before joining […]