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

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

What Did We See? The US equity markets experienced some of their worst quarterly declines in many years. For all intents and purposes we can call it a bear market.  Emerging Markets and Asia (ex-Japan) had the best returns for

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

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

What Did We See? Markets around the world continued to diverge in the 3rd quarter of 2018. The US rallied to record highs while Emerging Markets and Asia (Ex-Japan) stumbled. Federal Reserve tightening and an impending yield curve inversion have a good

Just a quick update on what we’ll be discussing at the Sausalito Library on Thursday September 27, 2018 at 7PM. Please join us to learn about the top 5 things a broker won’t tell you. Questions are encouraged! We look

Asset markets tend to adhere to longer term relationships. Since the industrial revolution several of these cycles have stood the test of time. The primary cycle that drives most economic activity is the interest rate cycle. Interest rates determine if