Newsletter Q1 2017
/in Commentary, NewsletterWe will focus on a long term, disciplined approach and will not overreact to the current political landscape and/or short-term financial market events. Our firm tagline is Identifying Opportunity, Navigating Risk. Our focus is on both, but at this time we are placing risk management at the top of our priority list on behalf of […]
Newsletter Q4 2016
/in Commentary, NewsletterWhere 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 […]
Newsletter Q3 2016
/in Commentary, NewsletterAs contrarians, we maintain an overweight to equities and will continue to allocate to weak areas within the equity market. We are using equity volatility to upgrade portfolios into either higher quality dividend-paying companies and stocks with a margin for safety. We continue to favor higher quality companies that are attractively valued, with solid balance […]
Newsletter Q2 2016
/in Commentary, NewsletterWe 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 […]
Newsletter Q1 2016
/in Commentary, NewsletterThere were two very different eighths to the quarter that made up the first three months of 2016. January started with a plunge, the worst start for U.S. stock markets in more than eight decades. Fears included: a hard landing/significant slowdown of the Chinese economy, the Bank of Japan’s pursuit of negative interest rate policy, […]
Newsletter Q4 2015
/in Commentary, NewsletterAfter 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 […]
Newsletter Q3 2015
/in Commentary, NewsletterVolatility returned to the equity markets in the third quarter, impacted by economic stress in China, the world’s second largest economy, and Greece, coupled with underwhelming corporate earnings reports and falling energy prices. Some parts of the economy that offered favorable news were housing and unemployment; others, including exports and wages, showed little in the […]
Newsletter Q2 2015
/in Commentary, NewsletterThis 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: […]
Newsletter Q1 2015
/in Commentary, NewsletterThe first quarter of 2015 was marked by volatility in the equity markets. There were more up and down moves of 1% than there were for the entire year 2014. One surprise that has continued to hamper and trouble the markets has been lower oil prices. After more than a 40% drop, oil has remained […]
Newsletter Q4 2014
/in Commentary, NewsletterHappy 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 […]
Newsletter Q3 2014
/in Commentary, NewsletterWe are very excited to share with you that Shorepoint is approaching our Five Year Anniversary! Luis and I started working together in the aftermath of the greatest financial collapse since the Great Depression. During the last five years, we have tripled the number of clients we serve, while the amount of assets we manage has risen […]
Newsletter Q2 2014
/in Commentary, NewsletterWe 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 […]
