News and Commentary
City Shore Updates
Bob Farrell Has Earned the CEPA® Designation
Bob Farrell is now a Certified Exit Planning Advisor
Eagles Autism Foundation - All-Abilities Event
Bob Farrell and his family attend the Team 62 Event supporting the Eagles Autism Foundation!
Happy Independence Day from City Shore Wealth Advisory Group!
Read Bob Farrell's message to our clients for Independence Day - July 4th, 2024
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 16, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
June 03, 2024
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 22, 2024
City Shore Wealth Advisory Group team member Corbin Gustafson participated in the Eagles Autism Challenge 2024 bike ride. The Eagles Autism Foundation is dedicated to raising funds for innovative research and care programs to assist those currently affected by autism as well as future generations. The event raised $8.1 million and counting, had nearly 6,000 who participated in the event, more than 38,000 donations made, and 44 corporate partnerships crafted. Looking forward to the ride next year!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2022 Year In Review
Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What events will we always remember? Most importantly, what did we learn?
THIRD QUARTER 2022 MARKET REVIEW
Bob Farrell examines market and economic environments through 3Q22.
The Bear is Back
Have you ever been caught in rush hour traffic, and the lane you’re in just won’t budge? Meanwhile, the lane next to you seems to be moving just fine. So, as soon as you see an opening, you merge into that lane – only to immediately slam on your brakes. Now the new lane is backed up! So, you try again…until you find yourself in the very lane that’s closed off and causing a traffic jam in the first place. This is what emotional, undisciplined investors do during bear markets.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
