Blog

game-1821015_640

Market Update, 2nd Quarter 2019 – Unsolved Mysteries…

[sonaar_audioplayer albums=”1336″][/sonaar_audioplayer] What Did We See? The US equity markets experienced some heightened volatility through the second quarter. After sinking through most of May, the market rebounded nicely to achieve new all time highs in June. The Federal Reserve made

Read More »
chaos-485493_640-e1559676572456

Market Update, May 2019 – Mayhem…

[sonaar_audioplayer albums=”1320″][/sonaar_audioplayer] What Did We See? The US equity markets abruptly declined in May. Tariffs, inverted yield curves and seasonality can be blamed. The temperament of the markets have now shifted to the negative. Global markets were negative with Asia

Read More »
rally-cap-e

Market Update, April 2019 – Rally Cap

What Did We See? The US equity markets continued to rally through April. The prospect for a China/U.S. trade deal, returning Chinese growth and accommodative central banks provided the backdrop. Further fueling the rally was a good start to Q1

Read More »
marketsfeb2019

Market Update, February 2019 – Later Cycle Thinking

[sonaar_audioplayer albums=”1209″][/sonaar_audioplayer] In a continuation of January’s stellar rebound, the markets continued to march higher in February. The S&P 500 now sits only slightly more than 5% from the all time high that was breached last September. Notably, it has

Read More »
markets17

Market Update, January 2019 – What Now?

What Now? Since our last missive equity markets in the US have rebounded nicely from their fourth quarter stumble. The US market (S&P 500) was down approximately 20% from late September to late December of 2018. Since then, we have

Read More »
bear-1

Your Bear Market Toolkit…

Nobody likes a bear market, or any correction for that matter. They can feel terrible and as if they are never going to end. Human beings are inherently optimistic creatures but prefer it when the environment is stable and things

Read More »
investment

Why Your “All-In” Costs Matter

One of the tenets of Shorepine Wealth Management is that “costs and taxes are some of the largest detriments to positive outcomes…we look to minimize these at all times.” That is why one of the first exercises we employ when

Read More »
tax-form-and-a-pen-pv

2018 Year End Tax Planning

As the Tax Cut and Jobs Act nears it’s one year anniversary and we come towards the end of 2018, we would like to take the time to ensure all of our readers are implementing the right strategies to potentially

Read More »

You’ve Got Questions

Let us take a few minutes to answer them

SWM Newsletter