Shorepoint believes that this is a buying opportunity and not the start of a bear market but a “normal” pullback as part of a secular bull market. Based on our assessment, we don’t anticipate a domestic recession and are adding about 5% to equities in our client accounts. However, we will first consider your cash […]

The domestic economy is robust and is not showing any signs of slowing. Job growth is strong and unemployment is low, but we are starting to see some small signs of inflation. A majority of companies are exceeding Wall Street revenue and earnings expectations with the help of lower tax rates and healthy demand. The […]

As contrarians, we are taking advantage of this correction and the positive macro environment to increase equities by 2% to 3% in client accounts (based on your investment objective/risk tolerance) which is a slight overweight from our neutral allocation. We will be funding this allocation by decreasing your bond allocation. If the stock market corrects […]

In keeping with the turn of the year and renewed resolve, we would like to begin 2018 by encouraging all of our clients to make their health a top priority starting now. It may be unusual for this advice to be coming from your financial people, but time and again we see how important a […]

We continue to advocate a diversified portfolio of quality, reasonably valued assets based on your investment objectives and risk tolerance. We believe that this has and will prove to be a successful investment strategy over the long-term. That being said, we will continue to make changes as prudent. We have taken profits on outsized positions […]