Shoreline Wealth and Investment Mangement  


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Personal Investing


The Fundamentals of Personal Investing
Investing for personal (also known as "non-qualified") purposes is a science of principles which is structured in ways consistent and coordinated with your tax, education, estate and philanthropcic planning. Once understood, these principles can be applied, implemented and monitored regularly to enhance the greatest likelihood of success while minimizing the potential of loss. Understanding these principles is simple but not easy. The skill comes not just from the understanding of the fundamental principals but the discipline to apply them whether times are good or bad. It also requires a willingness to assess what is really occuring rather than denying, hoping or rationalizing in either favorable or unfavorable market cycles. Our diversified investment advisors keep you on track.

By clicking on the appropriate area of interest in the left margin under the Investment Planning heading, we hope you will be able to gain a much better understanding of the investment possibilities available.
Questions EVERY Diversified Investment Advisors should ask you...
SWIMLLC vs. Warren Buffet... who performs better?

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If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.

This page (formatted for versions 10.0 and higher of Internet Explorer) is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to see a specific wealth management topic in the left margin of each page.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.

The information contained in this web site is neither an offer nor solicitation of any security or service.

 

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  Shoreline Wealth and Investment Management Phone: 800.329.4820 - Fax: 805.456.3806 - E-Mail: cbloom@cfiemail.com