unsplash-logoMatthew Guay

Warwick Shore Advisors Featured on G’s Power Hour Radio Show Monetary Policy, Mergers & Acquisitions and Retail Apocalypse April 2, 2019

On this radio show, Mr. Shelton discussed the impact of the current monetary policy on investments, the retail apocalypse and how consolidation of financial institutions through mergers and acquisitions affect the local economy. (Listen)


Warwick Shore Advisors Featured in FiduciaryNews.com How a Fiduciary Can Better Prepare Pre-Retirees to Avoid that “What’s Missing” Feeling in Retirement October 30, 2018

“To avoid the ‘what’s missing’ feeling, pre-retirees should first set defined and attainable goals for their lives,” says Paul Zachary Shelton, Jr., portfolio manager with Warwick Shore Advisors, a registered investment adviser located in Orlando, Florida. “These goals can be financial or non-financial and be designed to reach pre-retirement…(more)


Warwick Shore Advisors Featured in FiduciaryNews.com 3 Ways Retirees Adjust Their Lives Once They Discover Their Pre-Retirement Assumptions are Mistaken October 23, 2018

When we ran the article on retirees discovering retirement isn’t what they thought it was (see “New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?” FiduciaryNews.com, October 9, 2018), we found it received an enthusiastic response…(more)


Warwick Shore Advisors Featured in FiduciaryNews.com New Fiduciary Role: What Happens When the Retirement Honeymoon is Over? October 9, 2018

We are in the midst of a changing definition of retirement. No longer does retirement evoke images of gently rocking on the front porch, waving at the neighborhood boys as they speed by in their bikes during the day, then yelling at them to get off…(more)


Warwick Shore Advisors Featured in Advisor News Money Managers Betting Heavily On U.S. Stocks October 5, 2018

Money managers are taking the “America First” philosophy to the stock market. Money manager allocations to U.S. stocks are at the highest level in three years, research from Bank of America Merrill Lynch suggests. As professional investors turn…(more)


Warwick Shore Advisors Featured in U.S. News & World Report Why Mutual Fund Gains Can Bring a Tax Bill September 24, 2018

Consider yourself warned: Before making a large mutual fund investment this late in the year see if you would inherit a tax bill from a year-end capital gains distribution. You might avoid it by waiting. It's standard advice to…(more)


Warwick Shore Advisors Featured in U.S. News & World Report How to Cope With a Market Peak September 4, 2018

U.S. stocks danced around new highs in late August, a relief for investors after months below the record set in January. But by any standard the bull market is long in the tooth, and a big pullback would not be surprising. So, for millions of …(more)