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 Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Here’s a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.
Do you know how to set up your financial goals for success? This knight does.
How will you weather the ups and downs of the business cycle?
In the world of finance, the effects of the "confidence gap" can be especially apparent.