Broker Check

Blog

Monday, September 30, 2019

CATCH-UP CONTRIBUTIONS A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years. At the same time, 33% were not confident.1 Congress in 2001 passed a law...

 

Tuesday, July 2, 2019

EIGHT MISTAKES THAT CAN UPEND YOUR RETIREMENT Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes...

 

Tuesday, May 21, 2019

Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the...

 

Monday, May 6, 2019

9 FACTS ABOUT RETIREMENT Tip: Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees have done so. Source: 2018 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it will be a...

 

Monday, March 4, 2019

At Shore Wealth Management we are constantly looking for ways to help more people in our community pursue their goals. We are excited to announce our new digital investment platform called Guided Wealth Portfolios (GWP) with an...

 

Show All

Friday, November 2, 2018

Even as markets fluctuate, we encourage investors to focus on the fundamentals. We remain optimistic on the U.S. economy, and we believe that continued solid growth would likely support corporate profits and asset prices...

 

Wednesday, October 17, 2018

PERSPECTIVE ON MARKET VOLATILITY October 15 2018 John Lynch Chief Investment Strategist, LPL Financial Ryan Detrick, CMT Senior Market Strategist, LPL Financial Jeffrey Buchbinder, CFA Equity Strategist, LPL Financial After several...

 

Wednesday, July 11, 2018

Please click the link below for to view Job Market: From Strength to Strength Monday Morning Outlook

 

Wednesday, May 30, 2018

Take a look at all the great things going on in Vermilion County this summer! 2018 Vermilion County Summer Events

 

Thursday, March 29, 2018

 

Wednesday, January 24, 2018

Six Tax Law Changes to Know About The Tax Cuts and Jobs Act of 2017 ushered in a broad range of changes impacting virtually all American taxpayers. Below are six of the most significant changes individuals and families need to know...

 

Wednesday, November 22, 2017

Give Yourself a (Tax) Break this Holiday Season For most people, the holiday season represents the busiest time of the year as multiple obligations,errands, deadlines and social engagements converge to place increased demands on your...

 

Monday, September 25, 2017

As our clients, we want to be sure you are aware of important financial events that could affect you, even if those events do not directly affect the investments that we manage for you. Last week it was announced that as many as 143...

 

Thursday, August 3, 2017

At Shore Wealth Management, we have adopted the words "Your Goals are our Focus" as our motto. They act as a constant reminder that the most important thing we do is help our clients and their families meet their financial goals. One...

 

Thursday, June 29, 2017

Social Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s important to make wise decisions and create strategies to optimize your benefits. If you’re...

 

Wednesday, June 7, 2017

You have a unique life, unique circumstances, and unique goals. It only makes sense; you deserve a unique financial plan and investment portfolio. At Shore Wealth Management, your goals are our focus. This motto serves as a constant...