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Tag: Investment Philosophy

Passive Investment Philosophy
October 7, 2021

By: Joseph Vecchio / 1 Comment

Shore Financial Planning’s Investment Philosophy

The Solution to the Challenge of Investing The real key to successful investing involves disciplined application of three major themes found in modern prudent fiduciary investing:  Broad diversification of risk Low costs Low taxes (for taxable investors).  These factors allow investors the chance to reduce portfolio risk and enhance long term wealth effectively and efficiently. […]

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September 15, 2020

By: Joseph Vecchio / 0 comment

Shore Financial Planning’s Investment Philosophy

PASSIVE INVESTING = Academically Oriented  Investment Philosophy which is grounded in Modern Portfolio Theory.  This philosophy emphasizes broad diversification of risk which leads to increased return. ASSET ALLOCATION to help ensure Long-Term Investment Success. We develop an appropriate asset allocation strategy that is customized to meet the goals and time horizon for each client. Research […]

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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.