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
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.