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Young Investor’s Guide: Investing For Your Goals

Young Investor’s Guide: Investing For Your Goals

In the second part of this young investor series, we discuss three more investment concepts every young investor may want to embrace.

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June 28, 2024
Young Investor’s Guide to Building a Financial Future

Young Investor’s Guide: Where to Start

If you are new to investing, it can be tough to know where to get started. There is so much information and advice out there.

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June 21, 2024
The ABCs of Behavioral Biases Conclusion

Conclusion: The ABCs of Behavioral Biases

During this series, we have learned that our own behavioral biases are often the greatest threat to our financial well-being.

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June 18, 2024
The ABCs of Behavioral Biases (S-Z)

The ABCs of Behavioral Biases (S-Z)

In the final installment of our Behavorial Biases Series, let’s take a deeper dive in sunk cost fallacy and tracking error regret.

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June 11, 2024
The ABCs of Behavioral Biases (O–R)

The ABCs of Behavioral Biases (O-R)

In this installment of our Behavorial Biases Series, let’s look at overconfidence, pattern recognition and recency.

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June 5, 2024
Behavioral Biases (H-O)

The ABCs of Behavioral Biases (H-O)

In the latest installment of our Behavorial Biases Series, let’s look at hindsight, loss aversion, mental accounting and outcome bias.

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May 30, 2024
Navigating Uncertainty: A Road Map After Graduating College

Navigating Uncertainty: A Road Map After Graduating College

From an ever-changing job market to the unpredictable global economy, each graduating college class enters a world filled with uncertainty.

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May 22, 2024
The ABCs of Behavioral Biases (F-H)

The ABCs of Behavioral Biases (F-H)

In the latest installment of our Behavorial Biases Series, let’s tackle fear, FOMO (greed), framing and herd mentality.

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May 16, 2024
The ABCs of Behavioral Biases (A–F)

The ABCs of Behavioral Biases (A-F)

Four self-inflicted biases that knock a number of investors off-course are anchoring, blind spot, confirmation and familiarity bias.

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May 6, 2024
Introduction to the ABCs of Behavioral Biases

Introduction to the ABCs of Behavioral Biases

Legendary economist Benjamin Graham once stated that ‘your own behavioral biases are often the greatest threat to your financial well-being.’

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April 30, 2024
Evidence-Based Investment Insights

Evidence-Based Investment Insights: Bringing the Evidence Home

In the final installment of our Evidence-Based Investment Insights Series, let’s review the key take-home messages from each installment.

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April 24, 2024
Behavioral Biases – What Makes Your Brain Trick?

Evidence-Based Investment Insights: Behavioral Biases – What Makes Your Brain Trick?

On the topic of evidence-based investment insights, let’s talk about behavioral biases that can trigger unsound investment decisions.

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April 15, 2024
The Human Factor In Evidence-Based Investing

Evidence-Based Investment Insights: The Human Factor In Evidence-Based Investing

Arguably, the most significant factor in your evidence-based investment strategy is the human factor.

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April 8, 2024
Financial Goals: Your Tickets To Ride

Financial Goals: Your Tickets To Ride

Your financial goals are the lead for your financial plans. Poor planning is unlikely to take you where you want to go.

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April 1, 2024
What Has Evidence-Based Investing Done for Me Lately?

Evidence-Based Investment Insights: What Has Evidence-Based Investing Done For Me Lately?

Continued research has helped us identify additional market factors at play, with additional potential premiums.

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March 25, 2024
Factors That Figure in Your Evidence-Based Portfolio

Evidence-Based Investment Insights: Factors That Figure in Your Evidence-Based Portfolio

Grounding your investment strategy in rational methodology strengthens your ability to stay on course toward your financial goals.

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March 18, 2024
High-Flying Stock Returns

Cost of Capital: A Gut Check on High-Flying Stock Returns

Viewing expected returns through the lens of cost of capital may help benchmark a reasonable expected return from the market.

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March 14, 2024
Optimizing Your Organized Investments

Bringing Order to Your Investment Universe: Optimizing Your Organized Investments

In the final installment of our ‘Bringing Order to Your Investment Universe’ Series, let’s talk about optimizing your organized investments.

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March 11, 2024
The Essence of Evidence-Based Investing

Evidence-Based Investment Insights: The Essence of Evidence-Based Investing

It is easier to stick with your investment selections if you use a rational methodology such as evidence-based investing.

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March 7, 2024
Taxes And Transitions

Bringing Order to Your Investment Universe: Transitions and Taxes

In the second installment of our ‘Bringing Order to Your Investment Universe’ Series, let’s talk about transitions and taxes.

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March 4, 2024
Evidence-Based Investment Insights: The Business of Investing

Evidence-Based Investment Insights: The Business of Investing

Investing requires an understanding of how to build a diversified portfolio to more effectively capture long-term global market returns.

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February 29, 2024
Bringing Order to Your Investment Universe: The Beauty of Being Organized

Bringing Order to Your Investment Universe: The Beauty of Being Organized

The more wealth you accumulate, the more chaotic your assets and accounts can become. That is why being financially organized is paramount.

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February 23, 2024
Diversifying for a Smoother Ride

Evidence-Based Investment Insights: Diversifying for a Smoother Ride

Diversifying is not perfectly predictable, but it offers a blanket of coverage for capturing random market returns where and when they occur.

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February 19, 2024
Managing the Market’s Risky Business

Evidence-Based Investment Insights: Managing the Market’s Risky Business

To understand, avoid and manage investment risks, there are two main types in avoidable concentrated risks and unavoidable investment risks.

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February 12, 2024
Uncertainty Is Underrated

Uncertainty Is Underrated

For many people, uncertainty is something to avoid or at least mitigate. But what about the positive things that uncertainty can bring?

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February 7, 2024
The Full-Meal Deal of Diversification

Evidence-Based Investment Insights: The Full-Meal Deal of Diversification

The market’s price-setting efficiencies start with diversification being among your greatest financial friends.

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February 5, 2024
Financial Gurus and Other Fantastic Creatures

Evidence-Based Investment Insights: Financial Gurus and Other Fantastic Creatures

Independently thinking groups (like capital markets) are usually better at accurate answers than even the smartest individuals in the group.

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January 29, 2024
Evidence-Based Investment Insights: Ignoring the Siren Song of Daily Market Pricing

Evidence-Based Investment Insights: Ignoring the Siren Song of Daily Market Pricing

What causes market pricing to change? It begins with the constant stream of news informing us of the good, bad and ugly events taking place.

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January 23, 2024
Evidence-Based Investment Insights: You, The Market And The Prices You Pay

Evidence-Based Investment Insights: You, The Market And The Prices You Pay

It helps to know what you are facing in investing. Play with and not against market forces by understanding how market pricing occurs.

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January 17, 2024
2023 Tax Return

What Documents Do I Need to Collect for Filing My 2023 Tax Return?

Tax season is right around the corner. Whether working with a tax professional or doing it on your own, the process can be stressful.

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January 11, 2024
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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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