News and Commentary
City Shore Updates
Upper Deck Golf at Citizens Bank Park
City Shore Wealth Advisors hosted a foursome at the Upper Deck Golf event held at Citizens Bank Park last week.
Bob Farrell Attends The 2024 Forbes SHOOK Top Advisor Summit
Bob Farrell recently attended the 2024 Forbes SHOOK Top Advisor Summit in Las Vegas, NV
Janney Women Advisors Forum
Maryanne Morrissey represented City Shore Wealth Advisors at the Janney Women Advisors Forum!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 11, 2024
Today, we honor the heroes who served our country. Thank you for your service, bravery, and dedication.
October 28, 2024
In October, City Shore Wealth team member Maryanne Morrissey attended the Janney Women Advisors Forum! This event brought together many of the firm’s women advisors, providing an opportunity to connect with each other and learn from dynamic speakers and industry experts.
October 24, 2024
Retirement Planning for Women
Financial planning is a powerful tool for women to secure their future and address their unique financial needs. Check out this article for useful strategies to help women take control of their finances and plan for retirement with confidence. Read more.
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.
