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Stocks

stock is a share in the ownership of a company. Stock represents a claim on the company's assets and earnings. As you acquire more stock, your ownership stake in the company becomes greater. Whether you say shares, equity, or stock, it all means the same thing. Stock prices are driven by expectations of corporate earnings, or profits. If traders think the company's earnings are high, or will rise further, they bid up the price of the stock.

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Bonds

Bonds are a form of debt. Bonds are loans, or IOUs, but you serve as the bank. You loan your money to a company, a city, the government – and they promise to pay you back in full, with regular interest payments. A city may sell bonds to raise money to build a bridge, while the federal government issues bonds to finance its spiraling debts.

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ETF's

An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities, or bonds, and trades close to its net asset value over the course of the trading day. Most ETFs track an index, such as a stock index or bond index.

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Mutual Funds

A mutual fund is an investment security type that enables investors to pool their money together into one professionally managed investment. Mutual funds can invest in stocks, bonds, cash and/or other assets.

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401K, IRA, SEP, KEOGH, 403B (all Qualified Plans)

Shoreline Financial Services can help you plan out your retirement future. If your interested in a IRA, 401k or any other retirment plan, we can provide you with the knowledge and know how to make sure your future is secure.

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Wealth Management

Managing your money can be overwhelming, complicated and dangerous.When it comes to your wealth, the questions you ask could be your most valuable asset. We at shoreline financial take pride in providing helpful answers to every question you ask. Manage your wealth safely.

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Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize return at a given appetite for risk.

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