At Shalhoub Financial, the foundation for all company decisions is based on our philosophy that our clients will always be our top priority. While the company's blueprint for investment decisions are based on knowledge, values and strength, the underpinning of everything we do is rooted in the fact that the relationships we have with our clients will always be our greatest investment. This gives us the vision and freedom to be innovative.
We focus on adhering to the highest standards of knowledge based investment advice that is in your best interest for the long term. This means being flexible enough to adapt proactively to market changes before they happen, yet being strong enough to stay in the trenches when circumstances get tough. This balance is only achieved when there is a symbiotic relationship between client and advisor.
We utilize stocks, bonds and other various investments to implement a sophisticated, well diversified portfolio that is customized to meet our clients individual goals. Allowing for both strategic and tactical asset allocations, we attempt to balance a long term investment approach while actively identifying buying opportunities across various asset classes. Our overarching purpose is for a long term, successful relationship where clients have confidence that our service, methodology and advice are for their best interests and not our own.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
There are things about Social Security that might surprise you.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here are six flags that may make your tax return prime for an IRS audit.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
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 key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Women must be ready to spend, on average, more years in retirement than men.
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