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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
How will you weather the ups and downs of the business cycle?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that vacation home, you invested the money?