• Client Login
Shorepoint Capital Partners LLC
  • Home
  • About
    • How We Work With You
    • Team
    • Community Involvement
  • Who We Serve
    • Individuals and Families
    • Institutions
    • Small Businesses
    • Employee Benefit Plans
  • Services
    • Financial Planning
      • Getting Started
    • Investment Management
      • Asset Allocation
      • Equity Investments
        • Portfolio Management
        • Dividend Growth Strategy
        • Capital Appreciation Strategy
      • Fixed Income
      • Opportunistic Investments
      • Private Investments
  • Commentary & News
    • Commentary
    • News
    • Market Reviews
    • Newsletters
  • Contact
  • Form CRS
  • Search
  • Menu Menu
  • Market Reviews

2019 Annual Market Review

January 15, 2020/in Commentary, Market Review /by projects@coldspringdesign.com

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 […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2020-01-15 12:03:462020-01-15 12:04:172019 Annual Market Review

Quarterly Market Review: July-September 2019

October 8, 2019/in Commentary, Market Review /by projects@coldspringdesign.com

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 […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2019-10-08 11:57:432019-10-08 11:58:16Quarterly Market Review: July-September 2019

Quarterly Market Review: April-June 2019

July 18, 2019/in Commentary, Market Review /by projects@coldspringdesign.com

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 […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2019-07-18 12:41:462019-07-18 12:41:46Quarterly Market Review: April-June 2019

Quarterly Market Review: January-March 2019

April 16, 2019/in Commentary, Market Review /by projects@coldspringdesign.com

Following a tumultuous close to 2018, stocks enjoyed a robust January. Positive feedback from ongoing negotiations between the United States and China, coupled with strong job growth, low inflation, and stable interest rates, helped fuel investor confidence that pushed the major benchmark indexes to levels not seen in 30 years — despite a partial government […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2019-04-16 09:22:492019-04-16 09:22:49Quarterly Market Review: January-March 2019

2018 Annual Market Review

January 15, 2019/in Commentary, Market Review /by projects@coldspringdesign.com

Trade wars, midterm elections, and market volatility highlighted 2018 for investors. In an attempt to reduce the trade deficit, President Trump pushed to rewrite trade agreements with several long-time trade partners of the United States. Trump amended the trade agreement with South Korea, imposed tariffs on steel and aluminum, and renegotiated the North American Free […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2019-01-15 13:23:232020-01-15 12:02:112018 Annual Market Review

Quarterly Market Review: July-September 2018

October 26, 2018/in Commentary, Market Review /by projects@coldspringdesign.com

The third quarter proved to be very strong for domestic stocks. July saw the major benchmark indexes listed here enjoy robust gains, led by the large caps of the Dow and S&P 500. Global stocks also rebounded in July, with the Global Dow surging 3.76% by the end of July. Favorable economic indicators and encouraging […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2018-10-26 19:56:102018-12-10 12:06:51Quarterly Market Review: July-September 2018

Quarterly Market Review: April-June 2018

July 18, 2018/in Commentary, Market Review /by projects@coldspringdesign.com

The second quarter of the year can be called a lot of things, but boring isn’t one of them. The potential for a trade war between the United States and China heated up in April as China responded to the threat of U.S. tariffs on Chinese imports by warning of the same magnitude of tariffs […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2018-07-18 19:54:232018-12-10 12:07:03Quarterly Market Review: April-June 2018

Quarterly Market Review: January-March 2018

April 18, 2018/in Commentary, Market Review /by projects@coldspringdesign.com

The first quarter of 2018 began as the fourth quarter of 2017 ended: with strong market gains. The Nasdaq led the way by the end of January, posting a monthly increase of almost 7.40%, followed by the large caps of the Dow (5.79%) and the S&P 500 (5.62%). The employment sector remained strong, with 239,000 […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2018-04-18 19:52:382018-12-10 12:07:12Quarterly Market Review: January-March 2018

2017 Annual Market Review

January 19, 2018/in Commentary, Market Review /by projects@coldspringdesign.com

The year 2017 was eventful, to say the least. President Trump and Congress tried, without success, to repeal the Affordable Care Act, known as Obamacare. However, the new year-end tax law included the elimination of the individual health insurance mandate. The U.S. economy started slowly but picked up steam as the year progressed. Ten years […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2018-01-19 19:51:112018-12-10 12:07:212017 Annual Market Review

Quarterly Market Review: July-September 2017

October 25, 2017/in Commentary, Market Review /by projects@coldspringdesign.com

Trading during the summer months is customarily slow, and the summer of 2017 proved no different. July kicked off the third quarter with equity markets enjoying noteworthy gains over their June closing values. Both the Dow (2.54%) and S&P 500 (1.93%) posted significant gains, as did the Global Dow (3.13%). The Nasdaq posted a very […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2017-10-25 19:49:382018-12-10 12:07:30Quarterly Market Review: July-September 2017

Quarterly Market Review: April-June 2017

July 16, 2017/in Commentary, Market Review /by projects@coldspringdesign.com

The second quarter proved to be a bit bumpy for equities, but each of the benchmarks listed here closed the quarter ahead of their first-quarter closing values. April saw equities close the month ahead of March, buoyed by favorable corporate earnings reports, proposed tax cuts, and strong foreign economic advances. Nasdaq led the way posting […]

Read more
https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png 0 0 projects@coldspringdesign.com https://www.shorepointpartners.com/site/wp-content/uploads/2018/12/Shorepoint-Capital-Partners-white-logo.png projects@coldspringdesign.com2017-07-16 19:48:162018-12-10 12:07:40Quarterly Market Review: April-June 2017
  • Commentary
  • News
  • Market Reviews
  • Newsletters

Sign Up For Our Newsletter

Fill out my online form.

  • 220 Norwood Park South
  • Norwood, MA 02062
  • (781) 341-7246
  • (781) 341-7250

Tim Vanech
Managing Director
Luis M. Raposo, CFA
Managing Director,
Chief Investment Officer


Form CRS

Copyright © 2021 - Shorepoint Capital Partners, LLC | Website by Cold Spring
  • Disclosures
  • Legal Notice
  • Privacy Policy
Scroll to top