Fee-Only: Compensated only by the client without earning commission of any kind for product sales or referrals. Fiduciary: Legally sworn and obligated to always place the interest of the client ahead of their own. Independent: Not affiliated with any brokerage firm, bank, or insurance company.
Read moreIn 1604, the Dutch East India Company held the world’s first initial public offering that allowed investors to buy shares in its ship’s voyages. Over the years that followed, in the wake of this first IPO, the world’s first stock exchange formed in Amsterdam out of a need to trade those shares among investors. Once […]
Read moreHow the Economic Machine Works by Ray Dalio. Created by Ray Dalio this simple but not simplistic and easy to follow 30 minute, animated video answers the question, “How does the economy really work?” Based on Dalio’s practical template for understanding the economy, which he developed over the course of his career, the video breaks […]
Read moreBuy the rumor and sell high, because there’s no such thing as a free lunch. Prediction is difficult, but never catch a falling knife. Cut your losses, no one ever went broke taking profits. October is a peculiarly dangerous month to speculate in stock. The others are July, January, September, April, November, May, March, June, […]
Read moreThe Richest Man In Babylon This is a story about a chariot builder in ancient Babylon named Benazir. Benazir works hard but year after year he remains poor while his friend, Arkad a scribe grows wealthy. One day Benazir asks Arkat for the secret of his great wealth and our cat replies. I found the […]
Read moreSuccessful investors can predict changes in the markets, right? Wrong. Let’s look at the three most significant drops in stock prices during the past 25 years. On Monday, October 19, 1987, the Dow Jones Industrial Average fell 508 points, over 22%. Program trading, overvaluation, and market psychology may have played a role in the sudden […]
Read moreThe History Of The Stock Market From Boats to Brokers In 1604, the Dutch East India Company held the world’s first initial public offering that allowed investors to buy shares in its ship’s voyages. Over the years that followed, in the wake of this first IPO, the world’s first stock exchange formed in Amsterdam out […]
Read moreShore 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.