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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
9 Facts About Social Security
There are things about Social Security that might surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Second marriages are a trigger event to revisit any existing estate strategies.
For many, retirement includes contributing their time and talents to an organization in need.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here are 4 great, and sometimes unexpected, places to raise a family.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Calculating your potential Social Security benefit is a three-step process.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you found yourself suddenly single? Here are 3 steps to take right now.