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What Is a Recession Anyway?

What Is A Recession Anyway?

Recessions vary in length and impact. Discover why forecasting them is often unreliable.

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October 3, 2025
Educating the Next Generation About Family Wealth Management

Educating the Next Generation About Family Wealth Management

Prepare the next generation for wealth management with education, values and open family conversations.

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September 22, 2025
Keep Your Investment Appetite in Check

Keep Your Investment Appetite in Check

Avoid reactionary investing after market drops. Learn why staying balanced may beat moving to cash over time.

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September 18, 2025
Business Exit Strategies

Business Exit Strategies on Your Terms

Plan your business exit on your terms. Learn how to value your company, set goals and prepare for a smooth transition.

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September 12, 2025
What Should You Do with an Inherited IRA?

What Should You Do with an Inherited IRA?

Inherited IRAs can be very well funded, but they also come with very specific rules you must follow to unlock the assets within them.

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September 2, 2025
Am I At Risk of Having My Identity Stolen or Being a Victim of Fraud?

Am I At Risk of Having My Identity Stolen or Being a Victim of Fraud?

Protect yourself from identity theft and fraud with this checklist of smart, practical steps to help keep your finances secure.

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August 27, 2025
Buyback or Dividend?

Buyback or Dividend?

Stock buybacks, also known as share repurchases, have been in the news lately after a flurry of them happened this year.

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August 21, 2025
Donut Buy the Meme Hype

Donut Buy the Meme Hype

Before investors consider loading up with meme stocks, remember that chasing them is just a form of stock picking and market timing.

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August 15, 2025
The Power of Purpose in Retirement

The Power of Purpose in Retirement

Retirement reshapes more than your schedule. It can shift your identity, habits and health. Planning ahead makes all the difference.

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August 6, 2025
Does Higher Inflation Hurt Stock Market Performance?

Does Higher Inflation Hurt Stock Market Performance?

Here is the good news: Stocks have delivered rewarding returns in the long run, even after adjusting for inflation.

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July 31, 2025
Quick Take: A Note on the New Tax and Policy Bill

Quick Take: A Note on the New Tax and Policy Bill

Congress recently passed a sweeping tax and spending policy bill with lots of long-term implications.

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July 16, 2025
10 Ways Every Entrepreneur Can Adopt an Investing Mindset

10 Ways Every Entrepreneur Can Adopt an Investing Mindset

Discover an investing mindset every entrepreneur can use to build wealth, manage risk and grow with confidence.

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July 10, 2025
Homeowners Insurance Rates Are Rising. What Does That Mean for You?

Homeowners Insurance Rates Are Rising. What Does That Mean for You?

Homeowners insurance rates are climbing fast. Learn what’s driving the surge and how it could impact you.

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July 3, 2025
Dissecting Inflation Protection

Dissecting Inflation Protection

Explore how inflation-protected bonds compare to nominal bonds, and what investors should consider when hedging against inflation.

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June 26, 2025
Timeless Wisdom from Warren Buffett

Timeless Wisdom from Warren Buffett

Throughout his career, Warren Buffett has shared some of the secrets to his success. Here are some of our favorite insights.

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June 18, 2025
How Asset Allocation Impacts Risk and Return

How Asset Allocation Impacts Risk and Return

Asset allocation plays an important role in an investment portfolio.

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June 12, 2025
The Power of Compounded Returns

The Power of Compounded Returns

Compounding is a powerful force. When returns are reinvested, the investment’s value can grow exponentially over time.

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June 5, 2025
Quick Take: What to Do With a 529 Balance

Quick Take: What to Do With a 529 Balance

After all the saving and planning you have done, what should you do if there is still money left over in your child’s 529 plan?

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May 30, 2025
Should You Be Using a Health Savings Account?

Should You Be Using a Health Savings Account?

A Health Savings Account allows you to set aside pre-tax money to pay for qualified medical expenses like doctor visits or prescriptions.

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May 22, 2025
Recession and Markets

Recession and Markets

Against the backdrop of heightened political uncertainty and lower consumer sentiment, investors may have concerns about a recession.

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May 16, 2025
E + R = O: A Formula for Success

E + R = O: A Formula for Success

An enduring investment philosophy with investment discipline can increase the odds of having a positive financial experience.

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May 7, 2025
The Age of the Finfluencer: Who Should You Listen to When Everyone’s Talking?

The Age of the Finfluencer: Who Should You Listen to When Everyone’s Talking?

Welcome to the age of the finfluencer, a social media influencer who broadcasts their takes on investing and other financial topics.

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May 1, 2025
Stock Gains Can Add Up After Big Declines

Stock Gains Can Add Up After Big Declines

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.

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April 25, 2025
The Longer View on Stocks

The Longer View on Stocks

During ups and downs in the markets, it is helpful to zoom out and view market returns over the longer term.

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April 18, 2025
Markets Look Forward. So Should Investors.

Markets Look Forward. So Should Investors.

Pain that investors may be feeling from current volatility reflects markets setting prices such that expected returns are always positive.

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April 11, 2025
In Shaky Times, Investors Should Hold Their Nerve

In Shaky Times, Investors Should Hold Their Nerve

When markets feel as shaky as they do now in the United States, it is normal to ask: Is this time different?

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April 7, 2025
Discussing Market Volatility

Discussing Market Volatility

Market volatility can be unnerving, even when you have a solid plan backed up by an investment philosophy you believe in.

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April 4, 2025
Credit Freeze Quick Take

Credit Freeze Quick Take

When you initiate a credit freeze, you stop lenders from accessing your credit report.

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March 28, 2025
The Difference the Right Financial Advisor Makes

The Difference the Right Financial Advisor Makes

A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.

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March 19, 2025
Fed Forecasting Futility

Fed Forecasting Futility

For some investors, Fed watching means trying to predict decisions to be made months in the future.

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March 12, 2025
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This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. This is not an offer to buy or sell a security.

Shore Point Advisors (TM) is an investment adviser located in Brielle, New Jersey. Shore Point Advisors (TM) is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Shore Point Advisors (TM) only transacts business in states in which it is properly registered or is excluded or exempted from registration. Insurance products and services are offered through JCL Financial, LLC (“JCL”). Shore Point Advisors (TM) and JCL are affiliated entities.

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