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246 Goose Ln, Ste 201 Guilford, CT | 83 Halls Rd, Ste 205 Old Lyme CT
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News & Insights from EWA of CT, formally Shoreline Financial Advisors

EWA of CT publishes various news & insights including quarterly newsletters and redistributed pieces of interest from sources that we follow. These tend to be less market commentaries but more "big picture" or educational. If you are not a subscriber, but would like to automatically receive by email, there is a form at the bottom of the page.

Shoreline Merges With Exencial

Shoreline Financial Advisors is now Exencial Wealth Advisors of Connecticut. In the 1st quarter of 2023, Shoreline joined forces with…

3rd Quarter 2021

Although many of us remember stagflation as a phenomenon of the 1970s associated with very long gas lines, the term was first coined by a British MP to describe their experience of simultaneous high unemployment and inflation in the UK in the 60s….

2nd Quarter 2021

This month China celebrated the 100th anniversary of the establishment of the Chinese Communist Party. It was interesting, many commentators noted, in its focus on the future and China’s unstoppable rise, and its tone of confrontation…..

1st Quarter 2021

One year ago, as the highways were largely empty, we poled market strategists, scientists, and policy experts…

4th Quarter 2020

2020 was a year that will not be easily forgotten.  On one hand, the coronavirus was a dominant part of the news flow and it is still a very tragic and certainly not contained….

3rd Quarter 2020

Just recently, we heard Randy Pausch quoted on the radio and it reminded us of the wisdom he imparted on us with his last lecture….

2nd Quarter 2020

Cautious Optimism Remember, things are never clear until it’s too late.  ― Peter Lynch, One Up On Wall Street The first half of…

4th Quarter 2019

“It is difficult to make predictions, especially about the future.” Although the above quote is often attributed to Yogi Berra,…

3rd Quarter 2019

“What a hell of a league this is.  Ah hit .387, .408, and .395 the last three years, and Ah…

Fraud and Technology

Multiple industries are seeing a rise in a new tactic of cyber-criminal activity that affects all consumers. Shoreline Financial Advisors…

Social Security Myths

Let’s debunk the top 5 Social Security myths As a public insurance program, Social Security is a complex system. With…

2nd Quarter 2019

TIMING ISN’T EVERYTHING In our recent discussions, some have asked whether it is time to “take some money off the…

1st Quarter 2019

“Education to take your trading to the next level.  Only at TDAmeritrade.” – TV Commercial “Gut check and keep your…

4th Quarter 2018

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

Resolutions For 2019

Start with the Basics Make sure you start with the basics when creating your resolutions for 2019. Create a Budget…

3rd Quarter 2018

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

2nd Quarter 2018

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

1st Quarter 2018

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

4th Quarter 2017

This year we saw strong stock market returns, particularly for growth stocks.  One of the reasons for the strong move…

3rd Quarter 2017

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

2nd Quarter 2017

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

Focus On What You Can Control

[button link=”https://sfadvisors.com/wp-content/uploads/2016/04/Better-Investment-Brochure-V3.pdf” size=”small” style=”darkteal”]Investment Guide[/button] Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos…

Inflation in Your Portfolio

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Look Beyond the Headlines

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1st Quarter 2017

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

Managing Your Emotions

[button link=”https://sfadvisors.com/wp-content/uploads/2016/04/Better-Investment-Brochure-V3.pdf” size=”small” style=”darkteal”]Investment Guide[/button] Check out our FREE GUIDE on Pursuing a Better Investment Experience To see our other videos on Pursuing…

Avoid Market Timing

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Implement Smart Diversification

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4th Quarter 2016

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

How Do You Envision Your Retirement?

[button link=”https://sfadvisors.com/wp-content/uploads/2016/01/SFA-Retirement-Guide.pdf” size=”small” style=”darkteal”]Retirement Guide[/button] Check out our FREE GUIDE on Are You Ready For Retirement? To see our other videos on Are You Ready…

Are You Ready For Retirement?

[button link=”https://sfadvisors.com/wp-content/uploads/2016/01/SFA-Retirement-Guide.pdf” size=”small” style=”darkteal”]Retirement Guide[/button] Check out our FREE GUIDE on Are You Ready For Retirement? To see our other videos on Are You Ready…

Avoid Chasing Returns

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3rd Quarter 2016

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

Let Markets Work for You

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2nd Quarter 2016

Should I Stay or Should I Go The English band The Clash had no idea in 1981 how prescient the…

1st Quarter 2016

The first quarter of this year was one of unexpected outcomes on several fronts in financial markets.  Despite the overwhelming…

4th Quarter 2015

There was plenty to worry about in the past year as well as the opening of 2016.  It is easy…

Toys For Tots

Once again this year, we are proud to be supporting the Marines Toys For Tots Program.  Please stop by our…

Managing Conflicts of Interest

Sales trips, incentive bonuses, free travel, transfer bonuses…. At Shoreline Financial Advisors, it is very important that our clients and…

3rd Quarter 2015

It’s deja vu all over again. – Yogi Berra As we look back at the third quarter of 2015 and…

Men Who Cook

Shoreline Financial Advisors is a proud Iron Chef sponsor of the Men Who Cook charity event benefiting the Women and Family…

2nd Quarter 2015

In our 2011 year end newsletter, we focused on the unfolding Greek tragedy that now appears to be in its…

1st Quarter 2015

To improve is to change; to be perfect is to change often. – Winston S. Churchill In the spirit of Churchill,…

4th Quarter 2014

In this quarter’s missive, we explore the cost of taking oil out of the ground and the cost of taking…

3rd Quarter 2014

Observe good faith and justice toward all nations. Cultivate peace and harmony with all… The Nation which indulges toward another an habitual…

Advice From George Washington

“Observe good faith and justice toward all nations. Cultivate peace and harmony with all… The Nation which indulges toward another an habitual…

2nd Quarter 2014

People in both fields operate with beliefs and biases. To the extent you can eliminate both and replace them with…

1st Quarter 2014

Time is a sort of river of passing events, and strong is its current; no sooner is a thing brought…

4th Quarter 2013

This process of Creative Destruction is the essential fact about capitalism. It is what capitalism consists in and what every capitalist…

3rd Quarter 2013

“It was the best of times, it was the worst of times, it was the age of wisdom, it was…

2nd Quarter 2013

All this has been my fault. – Robert E. Lee, July 3, 1863 after Pickett’s Charge on the third day…

1st Quarter 2013

Do the difficult things while they are easy and do the great things while they are small. A journey of…

4th Quarter 2012

“If it bleeds, it leads,” – Unknown Evolution in Information Processing Hundreds and hundreds of thousands of years ago while…

3rd Quarter 2012

 It is exceedingly difficult to make predictions, particularly about the future. –Niels Bohr (1885-1962), Danish physicist Performance vs. Publicity: the Effects…