|
 |
| Shoreline Wealth & Investment Management |
|
Newsletter
May 2006 |
|
|
|
|
|
|
|
|
|
|
|
The Stock & Bond Markets -
The adage to "sell in May and go away" is difficult when the market is as strong as it has been in the first 4 months of 2006. The logic of the adage is that $10,000 invested in the S&P 500 over the past 50 years during the six months between November and April would have grown to almost $500,000 whereas $10,000 would have fallen in value to around $9,500 if invested in the six months between May and October according to the Stock Trader's Almanac. And yet, as mentioned above, the market has been strong year-to-date both in terms of shaking off bad news (rising interest rates) and embracing good news (rising profits) so it's tempting to continue to enjoy the ride.
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? -
New home sales rose a more than 13% in March, the biggest increase in sales since 2002, despite average 30-year mortgages increasing to 6.32%. While economists have been expecting a slow down due to rising interest rates, the increase shows surprising strength. A look behind the numbers does show, however, an increased supply of homes for sale, increased cancellations of orders for new homes resulting in builders discounting prices to move inventory and lower average and median prices.
| Selecting an Advisor |
|
 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... »
|
| Understanding Stock Market Investing |
|
 Stocks are one form of business ownership. Although most investors are owners of this investment category directly or through mutual funds, not everyone understands how they work (other than seeming to go down immediately after you buy them) or the "classes" of stock ownership.
Full Story »
|
| Gifting: Disinheriting Uncle Sam |
|
 There are many strategies for gifting, one of the many effective ways to transfer wealth before the government gets to share in the estate you have created.
Learn More »
|
| Looking for a Speaker for Your Event? |
|
 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 »
| |
| The Bottom Line |
 |
| 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.... |
|
|
email: cbloom@cfiemail.com
voice: 805.886.3624
web: http://www.swimllc.com/
|
|
| |
Shoreline Wealth & Investment Management · 3905 State Street Suite 7173 · Santa Barbara · CA · 93105
|
|
| |
Return to home page
|
| |
|
| "Very professional and informative seminar" - Brown & Root, a Halliburton Company |
|
