Do You Have an Investment Philosophy?

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Financial Roll Call with James Fay

Shore Point Advisors

26 episodes

6 days ago

Financial Roll Call is an informative podcast that is designed to educate you, the law enforcement officer, about financial decisions that will arise throughout your career and into retirement. You must take ownership of the fact that you, and your ability to make money, needs to be your number one asset. Through listening to this podcast, you will be able to acknowledge ways in which you can lose this number one asset, as well as many ways to protect it.

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All content for Financial Roll Call with James Fay is the property of Shore Point Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Financial Roll Call is an informative podcast that is designed to educate you, the law enforcement officer, about financial decisions that will arise throughout your career and into retirement. You must take ownership of the fact that you, and your ability to make money, needs to be your number one asset. Through listening to this podcast, you will be able to acknowledge ways in which you can lose this number one asset, as well as many ways to protect it.

Show more...

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Do You Have an Investment Philosophy?

Financial Roll Call with James Fay

36 minutes 49 seconds

4 years ago

Do You Have an Investment Philosophy?

What is your investment philosophy?

When asked, this question generally produces a lot of blank stares. During this episode of Financial Roll Call, host James Fay interviews Jason Lamb, who is the CEO and Founder of Shore Point Advisors. It is Jason’s vision and passion that has shaped the investment philosophy we use here at Shore Point Advisors.

An investment philosophy is a set of beliefs and principles that guide an investor's decision-making process. Most investors who achieve long-term success develop and refine their investment philosophies over time and do not frequently switch between philosophies as market conditions change.

Investment philosophies should include:

Basis of the investor's goals,
Their timeline or horizon,
Their tolerance to experience risks of various types,
And their individual capital status or needs.

Take the time to understand the philosophy behind your investments, because “to make money” is not a philosophy, it is a wish.

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Shore Point Advisors is an investment adviser located in Brielle, New Jersey. Shore Point Advisors is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Shore Point Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration. Insurance products and services are offered through JCL Financial, LLC (“JCL”). Shore Point Advisors and JCL are affiliated entities.