Newsletters Archives | Shoreline Financial Advisors

Archive for the 'Newsletters' Category

Posted on March 8th, 2019 · Posted in Newsletters

“…like it’s 1999” – Prince, September 24, 1982 With 2018 in the books, we reflect on a period of extended… read more

Posted on November 7th, 2018 · Posted in Newsletters, Uncategorized

“Although it’s easy to forget sometimes, a share [of stock] is not a lottery ticket… it’s part-ownership of a business…”… read more

Posted on August 17th, 2018 · Posted in Newsletters

Follow the money – All the President’s Men, 1974 The quote above was attributed to Mark Felt, the former associate… read more

Posted on April 26th, 2018 · Posted in Newsletters

There is nothing permanent except change. – Heraclitus of Ephesus c. 535 – c. 475 BC The exact translation is… read more

Posted on January 25th, 2018 · Posted in Newsletters

The year just completed saw strong stock market returns, particularly for growth stocks. One of the reasons for the strong… read more

Posted on October 25th, 2017 · Posted in Newsletters

The stock markets around the world continued to quietly churn higher in the 3rd quarter. Somewhere, the phrase “the most… read more

Posted on July 25th, 2017 · Posted in Newsletters

Unpopular and Underperforming Funds? – Strange Decisions This quarter marked the first phase of the implementation of the Fiduciary Rule. … read more

Posted on April 25th, 2017 · Posted in Newsletters

The Fiduciary Rule First off, helping people with their financial affairs as a fiduciary is nothing new. It simply means… read more

Posted on January 25th, 2017 · Posted in Newsletters

Ah, but I was so much older then, I’m younger than that now – Bob Dylan, “My Back Pages”, 1964… read more

Posted on October 25th, 2016 · Posted in Newsletters

Our approach to cross-sell is needs-based as some customers will benefit from more products, and some may need fewer. —… read more