News & Articles

Shamrock Newsletter - January

The new year has begun. There are some who say the first ten trading days of the year provide a glimpse of what we might see in the year ahead. Well, in the interest of finding hope where we can, the first 10 trading [...]

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401(k) How Do I Choose My Investments?

Last month we discussed Target Date Funds, but what if you want to select your own investment lineup for your 401k plan?

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Concentrated Positions

Concentrated positions are a bittersweet proposition. Often, they have been the source of great financial benefits. Over time as the concentration grows there are real risks that develop and tend to increase overall [...]

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