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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
You’ve made investments your whole life. Work with us to help make the most of them.
These food myths will really put a drain on your wallet.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Regardless of how you approach retirement, there are some things about it that might surprise you.
A look inside the U.S. government's statistics on household net worth.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here are five facts about Social Security that are important to keep in mind.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Do you have causes that you want to support with donations? Here are three tips.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a crash course on saving for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?