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 […]

Amidst this optimism, stocks, particularly within the technology and growth sectors, appear to be priced for perfection, leaving little room for error or disappointment in earnings performance. Thus, as we always do here at Shorepoint, we will remain true to our philosophy of investing in high quality companies, with strong consistent cash flows, healthy balance […]

Shorepoint remains constructive on the equity markets but stingy on what we want to pay for stocks, particularly with money market funds paying over 5% and stocks trading at a premium to historical averages. We have reduced our equity allocation in growth portfolios and added to cash. We continue to add to higher-quality dividend-paying stocks […]

It was clear that the aggressive moves of the Fed to try to thwart inflation could lead to some unintended consequences. And in short order, the recent banking scare, albeit a marginally different beast than the financial crisis of 2008, has caused panic among investors and depositors. Only time will tell, but some type of […]

The metaphor of the skipping record may be lost on many of our readers. We understand our advice may seem frustratingly similar and simple to articulate-that is, keep buying the dips in cheap, quality asset classes. We are upgrading the quality of clients’ fixed-income positions now that we do not have to “reach” for yield.

Shorepoint’s advice in the face of all these points is to keep your expectations for making money in 2022 modest. The market’s reaction to the dour news has been decidedly muted but the probability of a recession has increased. We are treating rallies thus far as bear market rallies. We have decreased our core bond […]