What does aams financial advisor06.01.2021
WHY SHORE POINT ADVISORS?
His professional designations include the Retirement Income Certified Professional (RICP®) from the American College of Financial Services and the Accredited Asset Management Specialist (AAMS®) through the College for Financial Planning. Jake and his wife, Carolyn, live in Oceanport, New Jersey and have three adult children. The College for Financial Planning ® — a Kaplan Company is a review course provider for the CFP ® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course or receive financial remuneration from .
The ongoing coronavirus pandemic has caused much uncertainty in our lives, and finances whxt definitely one of the most relevant topics of concern. Many people are worried about the preservation of their assets and seek to find the best ways to protect their estates. Wyatt, Esq. This webinar will cover a wide range of topics that will address the impact of COVID on wills, trusts and general estate planning, as how to set up a cloud at home as what documents are most crucial to keeping your estate aajs order during these trying times.
At Shore Point Advisors, we place an extreme amount of importance on the health and safety of our clients. On that note, please know we are available for you via roes atand we can also host virtual meetings as needed. If what does aams financial advisor would like to talk about your account or the current landscape of the markets, please do vinancial hesitate to reach out to us at anytime. Our team of advisors works together with clients to provide easy-to-understand recommendations and coach them on each step of implementation.
At Shore Point Advisors, we believe investing can help most people reach their long-term financial goals. Unfortunately, many people get mixed messages and bad advice when it comes to how to invest. We provide long-term strategies to help bring clarity to the investing process. We coach our clients and families through the advizor confusing and overwhelming investing process.
Working as a team, we can help you get on a long-term track toward reaching your awms and investing goals. Shore Point Advisors places a strong emphasis on education, which means we can help you understand what financiao portfolio is doing and why. We strive to create an environment where investors are excited to attend training sessions that are designed to doess insight on the academics and scientific evidence that their investments are based upon. Understanding the origins of your investment strategy is something few investors will ever do.
However, this understanding will give you a greater depth of knowledge and can help instill confidence during uncertain market conditions.
These aas are the underpinnings that wwhat your investment strategy work as the underlying construction of your portfolio. Jason educates and coaches an investment philosophy that follows the parallel paths of wealth building and wealth preservation. This investment philosophy is based on more than 64 years of academia and science. This philosophy forms a powerful, disciplined and diversified approach to investing. Jason has been coaching clients since and previously had 11 years of law enforcement experience.
This previous experience allowed him to develop and strengthen a dedication to discipline, which is the basis for his teaching and coaching approach.
Jason holds a Bachelor Degree in Public Administration from Fairleigh Dickinson University and continues his education in financial academics in an effort to provide his clients with the best solutions available. James P. James focuses on educating individuals, as well as small business owners, in the planning and implementation of wealth strategies, retirement planning, and estate conservation. Infollowing a year career in the public sector, James became one of the original members of the Shore Point Advisors team.
James entered the financial services industry in after witnessing first-hand the lack flnancial education that public sector employees had when attempting to implement financial products. As an account representative with a Fraternal Order, James developed a passion for educating and assisting his clients with their financial decisions.
When James eoes not helping his clients avoid financial failure, he voes his time with family and friends. He and his wife, Kelly, are avid sports enthusiasts, and they take great pride in watching their children succeed both on and off the athletic field. Because of his firm belief in maintaining good health and wellness, James dedicates his early mornings to working out at the gym. Jacob B. Rue brings 25 years of institutional experience on Wall Street to a personal level here at Shore Point Advisors.
Jake and his wife, Carolyn, live in Oceanport, New Jersey and have three adult children. He is a member of the Sons of the Doew Revolution. John specializes in creating personalized financial strategies that focus on accumulating, protecting, and preserving client wealth.
He incorporates an analytical and technical skill set acquired through his diverse employment background, including public accounting and law enforcement, to develop and deliver client specific strategies and opportunities.
Carla Howlett joined the team in and has more than 25 years experience in the financial services industry. Carla directly supervises the daily office operations to ensure and deliver the highest level of client service. She performs many tasks including assisting advlsor new account applications, processing contributions and organizing client educational events.
Shore Point Advisors serves as an investor coach, which is a financial professional who goes beyond typical financial planning and advice to help identify your investment philosophy and understand your avisor strategy.
Most importantlywe provide encouragement and discipline throughout your investment experience. Shore Point Advisors is an independent registered investment advisor, meaning we are not affiliated with a broker-dealer. We make decisions based on an academic and evidence-based investing philosophy. Whzt offer the guidance to help make better informed decisions. Stock market declines over a few days or months wwhat lead investors to anticipate a down year.
But the US stock market had positive returns in 16 of the past 20 calendar years, despite some notable dips in many of those years. Finqncial a century of US stock market returns suggests that what is ieee 802.
16 investment decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes. Bitcoin mania is receiving intense media coverage, prompting many investors to wonder whether it deserves a place in their portfolios.
Aevisor and related cryptocurrencies are the subject of much debate and fascination. Shore Point Advisors founder Jason Lamb discusses how to navigate market financual and bear markets.
Together, these concepts form a wuat, disciplined and diversified approach to investing. The result coes globally diversified portfolios comprised of more than 12, stocks spread across more than forty countries, designed and engineered to capture market rates of return. Fama in his doctoral thesis:.
The stock market, the financal, and popular culture, by and large, encourage behavior consistent with the belief that the market is inefficient. You must understand that there is a choice to be made about how you believe the market works.
Shore Point Advisors believes that markets are efficient, so much so that it is one of how to trap bobcats in cage trap Core Values. We focus on capturing market returns utilizing asset-class or structured funds, diversifying prudently, and eliminating stock picking, track record investing and market acvisor from the investment process. Source: Markowitz, Harry. Journal of Finance, Essentially, MPT demonstrates that for the same amount of risk, diversification can increase returns.
The task is to find assets with an academically proven risk premium and low correlations. The Efficient Frontier allows individuals to maximize expected returns for any level of volatility. Source: Malkiel, Burton. Shore Point Advisors utilizes the Five-Factor Model to develop portfolios allocated between equities and fixed income, small and large equities, and value and growth equities in each of the Shore Point Advisors investment models.
The Size Effect: Pursue outperformance of small-cap stocks over large-cap stocks. The Profitability Factor: Pursue outperformance of companies with higher future relative earnings. The Momentum Factor: Pursue outperformance of stocks that have risen recently tend to keep rising. At Shore Point Advisors, we feel that coaching finnacial ongoing education is of the utmost importance to keep you informed about how your portfolio is wyat managed.
Through our workshop series, clients are given the opportunity to attend in-person educational sessions that focus on various elements of financial management. Phone: Fax: Email: info shorepointadvisors.
We provide fibancial, ongoing educational programs to help maintain investor knowledge. What History Tells Us About the Market and Control of US Congress Nearly a century of US stock market returns suggests that making investment decisions based on control of the chambers of Congress is unlikely to lead to better investment outcomes. Tales from the Crypto: How to Think About Bitcoin Bitcoin adisor related cryptocurrencies are the subject of much debate and fascination. Shore Point Advisors founder Jason Lamb speaks about why you should work with an investor coach.
Efficient Market Hypothesis. Fama The stock market, the media, and popular culture, by and large, encourage behavior consistent with the belief that the market is inefficient. Modern Portfolio Theory. The Five-Factor Model. The Five-Factor Model 1. The Market Factor: Pursue outperformance of stocks vs. The Size Effect: Pursue outperformance of small-cap stocks over large-cap stocks 3.
State and National Regulation Models
Apr 21, · Set milestones on road to financial security. Provided By BEN EDWARDS, AAMS® April 20, Tuesday PM (SitNews) Ketchikan, Alaska - The road to financial security, like many long journeys toward important goals, can be filled with ups and downs. Greg has served clients for over 15 years. He holds a Masters of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. Before opening his own practice, he served as a Sr. Advisor and Vice-President of Investments with two nationally known firms. Sep 11, · Finding a Top Financial Advisor Firm in New Jersey. New Jersey residents will likely have a tough time making a final decision on a financial advisor firm because of the number of options throughout the state. To simplify this undertaking, SmartAsset determined the top financial advisor firms in the Garden State.
Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products. Individuals who hold the ADPA SM designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners.
Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients.
The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness. A certification indicating expertise and commitment to fixed-rate and variable annuities. The Certified Exit Planning Advisor Program is a five-day executive MBA-style program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning.
Exit planning is the preparation for the exit of an entrepreneur from his company to maximize the enterprise value of the company in a mergers and acquisitions transaction. A Certified Fund Specialist has completed advanced studies in mutual funds, including modern portfolio theory to help them understand how to analyze and construct efficient portfolios containing mutual funds and other investment vehicles.
Advisors who hold this designation have advanced knowledge of mutual funds, having passed an examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory. To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements. Offered by the American College advisors who hold the Chartered Special Needs Consultant go through a rigorous program that is designed to help advisors manage the emotional and financial complexities of planning for families that have children with special needs.
That is designed to offer advisors growth in three areas: delivery of biblically wise financial advice, wisdom in practice management, and equipping in personal and spiritual growth. The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
Chartered Life Underwriters have completed advanced courses and exams in regard to insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics.
The Chartered Mutual Fund Counselor SM program was developed in conjunction with the Investment Company Institute and is the only mutual fund designation recognized in the financial services industry.
The program provides a thorough knowledge of mutual funds and their various uses as investment vehicles. An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
The Chartered Retirement Planning Counselor SM certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning Counselor SM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
Chartered Retirement Plans Specialists have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. The Certified Specialist in Planned Giving CM program is designed to teach the body of knowledge required for planned giving professionals and others who may be called upon to participate in the planned giving process. This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates.
It is the industry-benchmark for entry-level financial planning credentials to learn basic, practical knowledge that can be used to assist planners and advisors. The Life Underwriting Training Council Fellow certification coursework provides advisors with a better understanding of a variety of insurance products and addresses the protection planning needs of individuals.
Candidates are required to meet ethics standards and pass a certification examination covering the following areas: retirement planning, investing, estate planning, annuities, business insurance, employee benefits, life insurance and disability income insurance. To many employers, clients, and government leaders, the MAAA designation denotes professionalism and credibility. The program covers personal financial planning and investment-related content.
Individuals must complete all coursework and graduation requirements for the Master of Science degree. The PFS designation program addresses many areas of the financial planning process including estate planning, retirement strategy, investment selection, education planning, and risk management.
Certificants are qualified to help clients understand the various options and nuances of financial services, capable of developing a customized plan services that fit their unique set of circumstances. The Retirement Income Certified Professional SM designation is obtained by completing retirement planning course work that focuses on creating an effective retirement income plan for clients who are nearing or are in retirement.
By completing coursework focused on key retirement issues such as income gaps, taxation, asset management, and estate planning, a Retirement Income Certified Professional SM is trained to help clients assess retirement preparedness and confidently address their income needs throughout retirement.
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PFS Personal Financial Specialist The PFS designation program addresses many areas of the financial planning process including estate planning, retirement strategy, investment selection, education planning, and risk management.
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