Commentary & News

Get the latest investment commentary and news from Shorepoint Capital Partners.

Client Newsletters

Unique Insights On Markets and Shorepoint’s Investment Strategies

We’re committed to keeping our clients informed, engaged and, we hope, occasionally amused with our opinions and views. In our Quarterly Client Newsletters, we share our in-depth perspective on the markets, where we think they’re going, and what we’re doing to take advantage of opportunities in our clients’ portfolios.

Most Recent Newsletter

Newsletter Q3 2024

October 8, 2024/in Commentary, Newsletter

Despite the uncertainty in the world, as we always do here at Shorepoint, we will stay true to our philosophy of investing in high quality companies with strong, consistent cash flows, healthy balance sheets, and solid prospects for capital appreciation and dividend growth. The key to our philosophy, especially in a market where the big […]

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Shorepoint News

See the latest news about our firm.

Shorepoint News

See the latest news about our firm.

Most Recent News

2025 Retirement Planning Key Numbers

November 11, 2024/in News

The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limits for retirement and estate-related items for tax year 2025. Please adjust retirement plan contribution rates accordingly for the new limits. Note for 2025 and forward, there will be a “super” catch-up option for some retirement plans. It will apply for those aged 60-63.