How can you turn this to your advantage? My advice is to think in terms of half steps. If you are considering actions such as taking risk out of your portfolio, or maybe adding it, rebalancing, making gifts for estate planning or completing a Roth conversion, these are all good ideas, but don’t jump in […]Read more
Forecasters, Market Timers, and Other Behaviors Are A Threat To Your Long Term Goals Investment plans must be inspired by your goals for the future, and constructed with principled investment strategies and evidence for what works in investment management. Not on a hunch, or on what pays a broker the highest commission. This in essence […]Read more
If you’re in the market for a financial advisor, you might come across people with titles as confusing as “chartered college planning specialist” or “retirement management analyst.” After all, financial advisors depend on convincing clients of their reputation. As a result, there are over 50 different job titles to describe people who specialize in financial […]Read more
Shore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.