Northshore Wealth Management

06/23/2026

With just 15 positions in the Mainsail Equity Portfolio Model, we rebalance as needed to protect investors from overexposure. This can create short-term capital gains, so we calculate a YTD after-fees, after-tax, net return, at the highest tax bracket. 16.90% vs. 7.66% for index investors who are there to strategically avoid capital gains and fees.

06/08/2026

Smart money is sticking to growth opportunities in reasonably priced stocks. There are so many quality opportunities right now that taking on unnecessary risk in overpriced companies is foolishly frivolous. If you have a lot to lose, be smart. If you'd like some guidance, reach out.

06/01/2026

Investing Your Assets in Profitable Companies

Life, in some ways, is just a long series of events that don't make sense, but we adapt and make the most of it. I never thought I'd see the day that investing in profitable companies would be an edge in my industry. Historically, the only reason to invest was to own a piece of a company's profits. But today I'm changing my business's slogan from “Your portfolio is our priority” to “Investing your assets in profitable companies”. Because, while it's hard to believe, in today's world, this is an edge.

The SNP 500 index, NASDAQ 100, and several indexes in the Russell family have all now waived their profitability requirement. A company no longer has to be profitable to be listed in these major indices. They're doing this to accommodate SpaceX. SpaceX needs investors in order to stay in operation, but they can't offer you a share of their profits in return because there aren’t any. Those aren't business terms I agree to with any of my clients' money. The major indices used to feel the same way, but something has changed.

Index investing was for people who didn't know how to analyze a company's profitability. The indices had quality standards that offered some protection for less-experienced investors. You could own a list of companies that met some very basic standards, the least of which was profitability. That is by far the lowest standard. If nothing else, a company should, at a minimum, be turning a profit if you’re considering investing in it.

In investing, we talk about the risk-reward ratio. A share of profit is the reward we're after. It's the only reason we would take on the risk. SpaceX is operating at a loss. They are actively losing money. Maybe they will be profitable one day. Maybe we will own shares when that day comes, but investing beforehand wouldn't be in line with our standards or our new slogan because we invest your assets in profitable companies.

My saying I'll invest your money in profitable companies is like a grocery store advertising that they will stock food that is edible. It's ridiculous, but here we are. I can't believe I'm saying this, and please hear it with my headshake and chuckle, but if you would like your money invested in profitable companies, give me a call.

05/27/2026

https://northshorewealthmanager.com/2026/05/26/what-if-michael-burry-is-right-about-nvidia/

Investing is about understanding risk. The author avoids unnecessary dangers in her life and in her portfolio because people depend on her. Just as a soccer team needs both scorers and defenders, a…

05/18/2026

Investment clients at Northshore Wealth Management are thriving, and here are some reasons why:

1. A disciplined edge, clearly explained

We invest using our proprietary approach to stock analysis, called Bottom-Up Fundamental Ratio Relativity (BUFRR), to identify stocks with the strongest growth potential relative to risk. Just as important, we translate that analysis into plain English, so you always understand why you own what you own.

2. Real buy-in

We invest right alongside you in the same strategies we recommend. We feel so strongly about the quality of our research that the majority of our own liquid assets are invested in our firm’s flagship growth portfolio model. If we wouldn’t own it, we wouldn’t recommend it.

3. Built to be nimble, not massive

While others chased scale, we intentionally went the other way. We prioritize our performance record by keeping assets under management limited to maintain flexibility, efficiency, and precision within our portfolios. Large funds are like oversized SUVs circling for a parking spot they can fit into - by the time they act, the opportunity may be gone, while we’ve already executed our portfolio updates with ease.

4. Direct access, always

No call centers. No wait times. No being passed around. You’ll always know how to reach us, and you’ll always speak with someone who knows you and your portfolio. There are many investment firms to choose from. We want your client experience here to be better than anywhere else.

5. Total freedom, no strings attached

No contracts. No lock-ups. No fine print. Your money remains fully under your control at all times. Stay because you want to, not because you have to.

6. Built around your comfort, not a template

Your portfolio should reflect you. Whether that’s fully invested in equities or a balanced mix like 60/40 or 80/20, we tailor your exposure according to comfort, while ensuring the stocks you do own meet our highest standards.

7. Aligned incentives, by design

Our fee is consistent across all investments, eliminating conflicts of interest. We succeed when you succeed, simple as that. After decades-long careers in large firms where neither clients nor advisors were truly satisfied, we built a model centered on one philosophy: happy, thriving clients make a happy, thriving firm.

It's time to get to know Northshore Wealth Management.

05/13/2026

Northshore Wealth Management's Mainsail Equity Portfolio Model continues to do the job it was built for. Past performance is not indicative of future results. https://northshorewealthmanager.com/disclosure/

05/12/2026

No FOMO
No YOLO
No meme stocks
No moon stocks
No hodl
No irrational delusions
No emotional decisions
No fear
No panic
No greed
No contracts
No lock-ups
No surrender fees
No trade fees
No sales commissions
No churning
No restrictions
No conflict of interest
No pressure
No confusion
No ignoring your calls
No call centers
No call hold times
No judgement
No condescending tone
No dismissing your concerns

What's left?

Consistent, stable, compounding, multi-sector growth exposure guided by disciplined stock analysis, customized to your comfort level at a small firm where everybody knows your name. If this sounds good to you, research me, then reach out to me. -Alyse Clark, Northshore Wealth Management

05/11/2026

Investing when the market is at an all-time high can be tricky. I don't sell fear, but I do sell rational advice. Reach out for a free second opinion on how your portfolio should be positioned now. Some overvalued stocks are exposing investors to unnecessary risk today, and I can help you avoid them, protect your wealth, and remain positioned to capitalize on quality growth opportunities.

05/05/2026

In this market, we maintain an opportunistic perspective on the potential for volatility. The views shared in this article are our own, and if you do not hold an advisory agreement with us, this does not equate to investment advice.

Peter Lynch is quoted as emphasizing the importance of earnings data for investment decisions. Current surges in tech stock earnings estimates inspire optimism for growth despite geopolitical press…

04/28/2026

This does not happen on my watch. I will always make sure my clients understand their portfolios inside and out.

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].