December 25, 2024
From all of us at City Shore Wealth Advisors, we wish you a Merry Christmas and a wonderful holiday season!
November 28, 2024
Wishing you joy and warmth on this special day, as we reflect on our blessings and share gratitude.
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.
October 17, 2024
Here’s What You Can Do to Prevent Check Fraud
Check fraud is on the rise in the United States. Read this article for some best practices to help protect yourself from becoming a victim.
October 03, 2024
5 Top Cybercrime Trends and How to Combat Them
October is #NationalCybersecurityAwarenessMonth. Click here to read ways you can help protect yourself.
https://tinyurl.com/3shtzn2v
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 19, 2024
Landing the Beast
Our Investment Strategy Group reviews the Federal Reserve’s decision to cut interest rates by a half percentage point. Read more about the decision and what it means for the market and interest rates.
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!
April 30, 2024
First Quarter 2024 Market Review
Watch Bob Farrell as he discusses the economic and market activities of the first quarter of 2024.
February 02, 2024
Fourth Quarter 2023 Market Review
Watch Bob Farrell as he discusses the economic and market activities of the fourth quarter of 2023.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 30, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
