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| Shoreline Wealth & Investment Management |
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Newsletter
January 2006 |
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The Stock & Bond Markets -
Asian stock markets will return 14%, the U.S. will return 13% and the European markets will return 11% according to Goldman Sachs. While predicting the past is easier than predicting the future, January is a good time to offer predictions and, so far, January has been a good month. This, of course is tempered by an inverted yield curve (when short-term rates are higher than long-term rates, often a foreboding sign) - it's always something, isn't it? And JP Morgan predicts a market decline - geez. These different scenarios again support our practice of hedging bets and diversifying whether you're a conservative, moderate or aggressive investor.
CELEBRATING 26 YEARS
Since 1980, I have been providing financial advice to investors and I'm proud to say that our service and performance (see "Bottom Line" section on the right) continue to be superior to the market and our peers. Thanks for your support.
Real Estate Bubble? -
Sales of new homes fell by more than 11%, the biggest decline in almost 12 years. Let's be clear - the prices are still higher than the prior year and sales are expected to set a record for the 5th consecutive year. Still, after 13 consecutive interest rate increases by the Federal Reserve, there is a real fear that perception of a bubble burst could be as much of a problem as real economics. Supply is up, homes are staying on the market longer and the question remains whether the housing market is taking a breather or anticipating a more troubled 2006.
| Selecting an Advisor |
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 Warren Buffet, the most successful investor of the 20th century learned his craft from Benjamin Graham, author of several books including the legendary "Intelligent Investor." This has been recently updated by Jason Zweig who includes 16 key questions to ask your advisor and 11 an advisor might ask...
Read on... »
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| European Investing |
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 With a bigger economy ($11 trillion) and a larger population (455 million), a newly united Europe will provide more meaningful competition than the U.S. has had to contend with in years ...
Full Story »
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| Wills: Disinheriting Uncle Sam |
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 Writing or bringing up to date a will is the first (and least expensive) way to protect your assets in the event of death. More sophisticated strategies (trusts ...) can also be useful.
Learn More »
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| Looking for a Speaker for Your Event? |
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 Shoreline Wealth & Investment Management has given presentations to Fortune 500 companies as well as many local groups and organizations. If you are looking for a professional presentation on topics ranging from investments to estate taxes to business or tax law, please contact us
Click here for more details »
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| The Bottom Line |
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| This is where we provide the performance of our conservative, moderate and aggressive portfolios and compare these to the S&P 500 and NASDAQ Indexes. While they are an important consideration, performance is only a portion of the evaluation investors should consider when evaluating investment management. Other considerations include the risk taken to generate the returns, the quality of the service, the reasonableness of the fees and, more important now than ever, the integrity of the investment manager.
Find out more.... |
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email: cbloom@cfiemail.com
voice: 805.886.3624
web: http://www.swimllc.com/
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Shoreline Wealth & Investment Management · 3905 State Street Suite 7173 · Santa Barbara · CA · 93105
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