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.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn a little about worldwide currency in this fun infographic
Here are some simple and inexpensive energy-saving tips that may help you save money.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a crash course on saving for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
That big list of dreams and goals isn't the only way to look at your bucket list.