ShorepineWealth

Trusted advice to protect you from the elements. Tweets are not investment advice.

[ShorepineWealth @ShorepineWealth]

"That’s the lesson worth sitting with more than any single data point below: being rightfully defensive during Q1 did not help you during Q2. Markets can quickly move from one regime to the next and back again."

Please read my market commentary for 2Q26!

https://t.co/BfjY0hEkRi

[ShorepineWealth @ShorepineWealth]

"Markets were being held up by four factors heading into the year: solid Goldilocks economic data, AI enthusiasm, expected Fed rate cuts, and a tolerant attitude toward policy noise. All four came under pressure simultaneously in Q1."

Click to read:

https://t.co/zAY5GBBnf1

[ShorepineWealth @ShorepineWealth]

"The fourth quarter of 2025 closed a year defined by resilience, narrative evolution, and macroeconomic divergence, underscoring the importance of disciplined planning, risk management, and diversified positioning."

Please click here to read about 4Q25!

https://t.co/AkZZJkfPNk

[ShorepineWealth @ShorepineWealth]

Applying to a job in 2025 is the statistical equivalent of hurling your resume into a black hole. https://t.co/LHgypWkeV8

[ShorepineWealth @ShorepineWealth]

"Markets are riding a razors edge of positivity for the time being and those that have remained invested have been rewarded."

Please click here to read my market commentary for 3Q25!

https://t.co/B0QC6dycLZ

[ShorepineWealth @ShorepineWealth]

"It was a "tale of two markets" during the quarter that illustrated the variance of risks our markets have and will continue to face in the coming quarters."

Please click here to read my market commentary for 2Q25!

https://t.co/tWfS1rpoNC

[ShorepineWealth @ShorepineWealth]

"Higher uncertainty, a loss of the migrant workforce, tariffs and a lack of fiscal support have deteriorated sentiment to the point where the U.S. now sleeps alone in a bed of its own making."

Please click here to read my market commentary for 1Q25!

https://t.co/OyAsfPR0NI

[ShorepineWealth @ShorepineWealth]

"Much like Karl the Fog, there is a fog around the upcoming political change that 2025 will bring. ...no one knows which ones will be implemented and what those changes actually will do."

https://t.co/SArjuv3iRs

[ShorepineWealth @ShorepineWealth]

Want to Invest in AI? You Probably Are Right Now. https://t.co/WA0yAFzweo

I was recently interviewed for a Wealthramp article regarding the investment implications of Artificial Intelligence. Click here to read the article by Pam Kreuger!

[ShorepineWealth @ShorepineWealth]

"With another quarter of healthy returns under investor’s belts the spectre of a soft landing for the U.S. (and Global) economies is now closer to reality."

Click here to read my market commentary for the Third Quarter of 2024!

https://t.co/wPnSGTjC7B

[ShorepineWealth @ShorepineWealth]

"With corporate investments around Artificial Intelligence surging, labor markets tightening and the U.S. consumer continuing to spend, there seems to be little that can stop the current theme of U.S. expansion."

Please click to read my comments on 2Q24!

https://t.co/VROCcg69le

[ShorepineWealth @ShorepineWealth]

"Good corporate earnings, continued support from central banks and general optimism have helped drive the narrative that the economic recovery is on solid footing."

Please click here to read my market commentary for 1Q24!

https://t.co/tbTBlYBWDu

[ShorepineWealth @ShorepineWealth]

"History suggests that after the Fed pauses for a bit and then begins to cut rates is when the markets come back to reality."

Please click here to read my market commentary for 4Q23

https://t.co/DvSzCyewQv

[ShorepineWealth @ShorepineWealth]

I had the distinct pleasure of joining Stacy Johnson, Miranda Marquit, Aaron Freeman and our dear friend, Pam Kreuger to talk about 2024 and where we think markets are headed.

Forecast 2024: Where Stocks, Rates and Housing Are Headed https://t.co/jFHY4xoSbg via @moneytalksnews

[ShorepineWealth @ShorepineWealth]

"We now enter the “muddy” portion of the global rate hiking cycle. A time period when clarity on what the future may hold is at its lowest."

Please Click Here to read my market commentary for Q3 2023!

https://t.co/s2sA04wwkz

[ShorepineWealth @ShorepineWealth]

Shorepine Wealth Management - In the news...

“All this means is that your ‘bogey’ for required returns during retirement has likely gone up,” Lieberman says.

https://t.co/gzMzSxixmw

[ShorepineWealth @ShorepineWealth]

"With valuations on some risk assets at multi-year highs the overriding question now is whether or not the current markets have missed the “forest for the trees”. Certainly, the Fixed Income markets are acting as if they have."

Please click below...

https://t.co/51Lywv8Pdk

[ShorepineWealth @ShorepineWealth]

"The expectations of a looser Fed are just wishes in our opinion. Certainly, we are closer to the end of this tightening cycle than the beginning. However, we are only beginning to feel the effects of a massive increase in rates."

https://t.co/UkKaO4PTZM

[ShorepineWealth @ShorepineWealth]

"Undesirable markets come in phases. Each phase happens slowly, then all at once."

Please click here to read my market commentary for 4Q22!

https://t.co/0vnr17sCTF

[ShorepineWealth @ShorepineWealth]

In 2022, year-end planning for stock options, RSUs, and other forms of equity comp can be tricky because of market volatility and uncertainty. Here are some insights from leading financial and tax planners with expertise in this are https://t.co/kpFgcGAsgk