2nd Quarter 2019
07/11/2019
Timing Isn’t Everything In our recent discussions, some have asked whether it is time to “take some money off the… 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 vast 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 guidance of a fiduciary, can distill 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. The best time for you to start is today.
Why is Independence Important?
Most of the giant brokerage firms restrict 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: Asset Allocation
Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. The three main asset classes – equities, fixed-income, and cash and equivalents – have different levels of risk and return, so each will behave differently over time.
Definition from investopedia.com
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