Testing Your Mettle: Headlines, Market Swings and Your Financial Plan
In light of the recent Market Headlines you may find this video helpful in dealing with the "lows" and "highs" of investing. https://vimeo.com/137255544
Come to the Shoreline, Where Different Is Good
In caring for our clients’ wealth, we are guided by lessons learned from our own life stories: Reaching one’s goals takes experienced planning, perseverance and, often, a helping hand.
At Shoreline Asset Management you’ll find we’re a little different … in a good way.
The first thing you’ll notice is our enthusiasm for ensuring your wealth is more than simply managed. It’s made meaningful … in whatever ways mean the most to you. At Shoreline, you’ll discover:
- A personal way to connect to your individual and professional wealth
- A smart way to navigate Wall Street (Hint: It’s about YOU, not them)
- A sensible way to think about investing
- A disciplined way to organize your assets
According to these principles, we offer wealth management services to fellow business executives/owners, doctors, and other professionals. We care for and coordinate our clients’ personal wealth, family interests and professional obligations, across the phases of their lives and their careers.
That’s a little different, don’t you think?
