Shorepoint Wealth Management

06/19/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

06/17/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

06/17/2026

Moving to music can be more than just fun—it can also support physical, mental, and social well-being as people age.

Health professionals say dancing may help improve balance, strength, mobility, flexibility, and brain health. Because it combines movement, memory, rhythm, and coordination, it can engage both the body and mind.

Dancing can also create meaningful social connections, whether through line dancing, ballroom, salsa, tap, Zumba, or community groups.

For many older adults, that combination of movement and connection can make staying active feel more joyful and sustainable.

The best part? You do not need to be an expert to benefit. Starting with simple steps, a beginner-friendly class, or a favorite song at home can still be a meaningful way to get moving.


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Medical professionals say that moving to music is a great way for older adults to stay healthier as they age. It doesn't matter what kind of dancing.

06/15/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

06/15/2026

What does the combination of high inflation + a solid jobs report from last week mean for the markets? Can growth continue this run if rates are higher longer?

Contact us for more information about the moves we're making for clients.

06/15/2026

His unrivalled grip on the public imagination has transmuted into Wall Street gold.

06/14/2026

Federal Reserve officials appear increasingly focused on how persistent inflation could shape future interest rate decisions.

Minutes from the most recent Fed meeting show that many officials supported keeping rates steady, while also noting that higher rates could become appropriate if inflation remains above the central bank’s 2% target.

The meeting also reflected a notable level of disagreement. The committee voted to hold its benchmark rate at 3.5% to 3.75%, but four members dissented — the highest number of dissents since 1992.

A key issue was whether the Fed’s statement should continue to suggest that a rate cut remained the more likely next move. Several officials preferred more flexible language, given ongoing inflation pressures.

For households and businesses, these discussions matter because interest rate decisions can influence borrowing costs, savings yields, mortgage rates, credit card rates, and broader economic conditions.


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A majority of officials anticipated that interest rate increases would be necessary if the Iran war continued to aggravate inflation.

06/13/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

06/12/2026

How literate are you when it comes to your finances? Brush up with these five basics.

06/10/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.