Where does that lead us? As contrarians, we have added to dividend paying stocks especially the beaten down and vilified healthcare sector.  We are also positive on technology, mid and small cap stocks and international equities.  As for bonds, we continue to have a diversified allocation and think much of the anticipated interest rate hikes […]

We remain vigilant and ever watchful but also hopeful. The market has climbed a wall of worry as it always does when it rallies. Will it get through the new highs this time or simply be another failed test? We don’t know; no one does. But we will keep ensuring that every position in our […]

After several years of the Federal Reserve (“Fed”) maintaining a zero interest rate policy, it elected to raise the federal funds rate by 0.25% this past December- the first hike in a decade. The move was widely anticipated and telegraphed by the Fed. Conversations turned quickly toward anticipation and timing of the next raise. We […]

This past quarter would appear to have been a bit of a yawner if judged solely on price change in the equity markets. While bonds experienced an uptick in yields, the results were negative total returns across the different bond sectors with long dated bonds down -7.6%. Other areas hit hard by higher rates were: […]

Happy New Year! We start the year with good news. First, Pamela Weldon has been named Operations Manager in addition to her Senior CSA role (Client Service Administrator). Ashley Buffone has been promoted to Senior CSA. Client feedback has consistently reflected our very positive day-to-day interactions with these two professionals. We rely on their good […]

We would like to welcome former Orienteer Financial clients to Shorepoint Capital Partners, and we look forward to working with you. We are also very pleased that Brian C. Keating, CFP®, founder of Orienteer Financial, is joining the Shorepoint team as a Senior Wealth Manager. Brian brings over two decades of financial planning and investment […]