Fraud and Technology
10/15/2019
Multiple industries are seeing a rise in a new tactic of cyber-criminal activity that affects all consumers. Shoreline Financial Advisors… read more
Why Hire a Fiduciary Financial Advisor?
As a fiduciary financial advisor we are required, legally and ethically, to provide advice in your best interest. This seems obvious, however, the majority of “financial advisors” do not provide best interest advice. As an SEC Registered Investment Advisor, we do. Shoreline Financial Advisors has been providing trusted and unbiased advice in financial planning and investment management since 1996.
Why Create a Plan?
Your financial life can become complex. A financial plan, with the help of a fiduciary, can process these complexities into a road map. This road map can help you to move forward.
Let’s be honest, most of us spend more time planning our vacations than we do planning our future. Even more, you know that it is easy to put it off until tomorrow. Therefore, the best time for you to start is today.
Why is Independence Important?
Most of the giant brokerage firms limit their “financial advisors” to an approved list of investments. Consequently, these lists do not include lower cost investment vehicles. Funds like Vanguard or DFA.
In contrast, an independent financial advisor recommends the best solution for you. Further, there are no proprietary products, no hidden fees, no sales quotas.
Word of the Week: Zero Coupon Convertible
A zero-coupon convertible is a fixed income instrument that combines a zero-coupon bond and a convertible bond. Due to the zero-coupon feature, the bond pays no interest and is issued at a discount to par value, while the convertible feature means that the bond is convertible into common stock of the issuer at a certain conversion price.
Definition from investopedia.com
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