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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Simple steps may help you foil hackers and protect your privacy.
Ascertaining the value of your business is important for a variety of reasons.
Technology tips to make your next trip even better.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Military families face unique challenges, making personal finance even more critical.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
You’ve made investments your whole life. Work with us to help make the most of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
Would you guess that Millennials are effectively saving for retirement? Well, they are.