Education

Client education is at the core of our service philosophy. We strive to provide insightful resources that offer sensible perspective and align closely with our evidence-based investment approach and philosophy.

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Timeless Articles Video & Audio Recommended Sites

EVIDENCE-BASED INVESTING

  • May 2019

    Factors Are For Holding

  • March 2019

    Index Investing’s Market Impact

  • December 2018

    Conflicting Interests in Commercial Banks' Investment Management

  • October 2017

    The Problem of Scope

  • September 2017

    Dividend Strategies Fall Short

  • April 2009

    Hazardous to your Wealth

  • March 2009

    Sector Investing & Security Analysis

  • October 2008

    Black Swans & Market Timing

  • July 2004

    Crystal Balls Can Be Misleading

  • May 2004

    Value of Analyst Recommendations

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About

Bayshore Wealth Advisors is a Registered Investment Advisor, offering comprehensive financial planning and fee-only investment portfolio management services for individuals, families, businesses, trusts, and retirement plans.

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Approach

Our approach places clients’ best interests at the forefront of our relationships. We seek clarity at the core of every communication and address all client matters with the same uncompromising level of loyalty, objectivity, and independence.

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Services

Bayshore Wealth Advisors™ is dedicated to providing high-quality independent financial advice with every client interaction, from initial plan development and implementation of prudent strategies to making on-course adjustments as needed to support our clients’ evolving needs and goals.

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