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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 Q2 2019

In this moment, we are witnessing an incredibly long run of prosperity in the U.S.. Certainly one could argue that it is not as shared as it had been in past economic expansions. And it is also aided and abetted by massive government debt (not more than most other nations though) and an accommodative, if […]

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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: April-June 2019

The second quarter was full of ups and downs for stocks as investors had plenty to worry about. Throughout the quarter, the trade war between the United States and China ebbed and flowed as news continuously changed from positive to negative. Employment was steady and the unemployment rate remained low, but wage growth was moderate […]

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 Q2 2019

In this moment, we are witnessing an incredibly long run of prosperity in the U.S.. Certainly one could argue that it is not as shared as it had been in past economic expansions. And it is also aided and abetted by massive government debt (not more than most other nations though) and an accommodative, if […]

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: April-June 2019

The second quarter was full of ups and downs for stocks as investors had plenty to worry about. Throughout the quarter, the trade war between the United States and China ebbed and flowed as news continuously changed from positive to negative. Employment was steady and the unemployment rate remained low, but wage growth was moderate […]

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 […]