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Newsletter Q1 2022

April 20, 2022/in Commentary, Newsletter

Shorepoint’s advice in the face of all these points is to keep your expectations for making money in 2022 modest. The market’s reaction to the dour news has been decidedly muted but the probability of a recession has increased. We are treating rallies thus far as bear market rallies. We have decreased our core bond […]

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Newsletter Q4 2021

January 10, 2022/in Commentary, Newsletter

Try not to stress about news, politics, and issues we can’t control. Instead, focus on what you can do. Read. Nap. Spend time with family. Watch a good show. Go for a walk or get some sunlight on your skin. Ok we will get back to the financial advice: Expect market volatility with lower returns. […]

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Newsletter Q3 2021

October 15, 2021/in Commentary, Newsletter

Shorepoint’s process is thoughtful, disciplined, and flexible. Please know that our team is working diligently to manage risk and returns as well as position your portfolio for the long term. There are always reasons not to invest, but staying the course usually wins out. We believe that appropriate portfolio diversification amongst asset classes can help […]

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Newsletter Q2 2021

July 20, 2021/in Commentary, Newsletter

Shorepoint’s process is thoughtful, disciplined, and flexible. Please know that our team is working diligently to manage risk and returns as well as position your portfolio for the long term. While we see areas of overvaluation in both equities and bonds, the worries you read about in the press are mostly priced into the market. […]

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Newsletter Q1 2021

April 16, 2021/in Commentary, Newsletter

Shorepoint’s process is thoughtful, disciplined, and flexible. Please know that our team is working diligently to manage risk and returns as well as position your portfolio for the long-term. There are always reasons not to invest, but staying the course usually wins out. We believe that appropriate portfolio diversification amongst asset classes can help buffer […]

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Newsletter Q4 2020

January 19, 2021/in Commentary, Newsletter

We prefer dividend-paying stocks to bonds, although having an allocation to bonds in portfolios is appropriate for diversification and to reduce overall volatility. The bond market, particularly government bonds, continue to be concerning, with interest rates at record lows and over $15 trillion in international government bonds trading at negative interest rates. We continue to […]

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Newsletter Q3 2020

October 6, 2020/in Commentary, Newsletter

Our current portfolio positioning is conservative relative to your personal investment objective and risk appetite. We are holding the highest cash and lowest equity levels in accounts than we have in over 10 years. This is reflective of the current market and economic conditions, the pandemic’s negative impact, and the uncertainty around the presidential election. […]

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Newsletter Q2 2020

July 1, 2020/in Commentary, Newsletter

We feel confident about the repositioning we were able to do during the pandemic and ensuing market volatility. While we are not aggressive buyers of stocks at current levels, we will likely add to high quality equities on any meaningful weakness. However, the bond market, particularly government bonds, is worrisome, with interest rates at record […]

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Newsletter Q1 2020

April 8, 2020/in Commentary, Newsletter

We are hopeful, like everyone, that the spread of the coronavirus will run its course as quickly as possible and that the number of human lives lost will be limited. In the meantime, we want to assure you that we remain laser-focused on client communication, planning and portfolio management to assure both current income and […]

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Newsletter Q4 2019

January 23, 2020/in Commentary, Newsletter

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 […]

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Newsletter Q3 2019

October 17, 2019/in Commentary, Newsletter

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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Newsletter Q2 2019

July 14, 2019/in Commentary, Newsletter

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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  • 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


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