Three Upside-Down Investment Insights

The best way to achieve these simple goals isn’t always obvious. In fact, many of our favorite investment insights may at first seem counterintuitive.
You, Your Investments and the Coronavirus

As the viral news about the coronavirus has spread, so too has financial uncertainty. Should you try to dodge markets that have been exposed?
The Market Has No Memory

What are market lessons from 2019 that we can apply to 2020? Let’s go back to where we were this time last year.
You, Your Retirement and the SECURE Act

The SECURE Act was signed into law in December with the intention of making it easier for families to save more for retirement.
Six Financial Best Practices for 2020

As we come to the end of another calendar year, let’s take a look at a fresh batch of financial best practices to help you hit the ground running in 2020.
Why “Safe Harbor Investments” Can Be Risky Business

It happens rather often: Whenever investors are spooked by turbulent times, dollars tend to flow out of the stock market and into “safe harbor” investments.
What Happens When You Fail at Market Timing

It’s hard to predict the best days in the markets, and the cost of missing them can be high.
How Markets Work and the FAANG Mentality

Research has shown no reliable way to predict the top‑performing stocks, arguing for diversification instead.
Important Questions to Ask Your Financial Advisor

In order to get a better understanding of your relationship, we suggest that investors ask these important questions of their financial advisor.
Control What You Can Control

In times of market turmoil, we at Shore Point Advisors suggest that our clients utilize a philosophy to control what they can control.