We are cautiously optimistic that U.S. equities, and in particular dividend growth stocks with high free cash flow, can continue to move higher in 2020. In an economy with modest growth, low interest rates and above average valuations, returns will likely be driven by earnings growth. Recall from last quarter’s newsletter that we lowered our […]

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 […]

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 […]

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 […]

As of this writing, the gridlock in DC has remained strong. The markets seem to celebrate this fact daily as Republicans have been unable to accomplish much of anything with their majority-on the legislative front – no border wall, little success on immigration laws, no repeal or replacement of the Affordable Care Act, no tax […]