Welcome to Shamrock Capital, Inc.
We are an investment firm dedicated to providing customized investment solutions to our clients. At Shamrock we take a tactical approach to managing your investments. We do not subscribe to the "Buy & Hold" approach to managing investments. The real question every investor should ask is: Should I be in the market, and if so what should I own. Please read the white papers we have on file in regards to tactical investing.
At Shamrock we feel strongly that it is our duty to empower and educate you about the strategies we use to manage your portfolios. We give you the tools to follow and monitor your investments by offering online access to your investment accounts. Your assets will be held in custody with Fidelity Investments.
Please take some time to familiarize yourself with our website and the services we offer our clients. There is a wealth of information on our website.To find out more about who we are, click the “About Us” tab where we provide you with information on our team. Please be sure to read our “Mission Statement” and our “Client Bill of Rights” as well.
Helpful Content
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Rightsizing for Retirement
What does your home really cost?