Advising Clients since 1980
Principles of Personal Investing
Investing for personal (also known as “non-qualified”) purposes is a science of principles which is structured in ways consistent and coordinated with your tax, education, estate and philanthropic planning. Once understood, these principles can be applied, implemented and monitored regularly to enhance the greatest likelihood of success while minimizing the potential of loss. Understanding these principles is simple but not easy.
Discipline of Personal Investing
The skill comes not just from the understanding of the fundamental principles but the discipline to apply them whether times are good or bad. It also requires a willingness to assess what is really occurring rather than denying, hoping or rationalizing in either favorable or unfavorable market cycles. Our diversified investment advisors keep you on track.
Shoreline’s Competitive Edge
We are a network of independent professionals with over 150 years of combined experience in wealth management and advice. Members of this network can be used individually or collectively for a single program or a series of seminars or workshops for your company or organization.
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If you’d like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.
This page is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to view a specific link or in the left margin of each page to explore a specific wealth management topic.
Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.
The information contained in this web site is neither an offer nor solicitation of any security or service.
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