Warwick Shore Advisors Featured in Yahoo News Popular Brands That Could Disappear in 2021 Jan 8, 2021

In this article, CIO, Paul Z. Shelton Jr., MSF gives his insight on two retailers (Charlotte Russe & Tiffany & Co. TIF) that could disappear in 2021. “Tiffany & Co. has experienced a volatile period over the last couple of years both in company fundamentals and with regards to their acquisition by LVMH,” Shelton, Jr. said. “At the end of 2019, the luxury jewelry retailer was on the verge of losing all of its’ shine as rumors soared that the retailer was going out of business.”

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Warwick Shore Advisors Featured in Pear Video The Greatest Economy In History Nov 3, 2020

In this short video, CIO Paul Z. Shelton Jr., MSF, was interviewed on the state of the U.S. economy. Although the economy has statistically emerged from a recession based on GDP, there are headwinds in the recovery. Structural changes in the labor market could prevent the complete recovery of jobs lost. Other contributors to this video included economists and professors Austan Goolsbee and Robert Reich.

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Warwick Shore Advisors Featured in Forbes Industries To Invest In If Vice-President Biden Is Elected Oct 27, 2020

“On the campaign trail, Biden has championed the idea of a revitalization of the Affordable Care Act,” says Paul Z. Shelton Jr., Chief Investment Officer at Warwick Shore Advisors in Orlando, Florida. “Ultimately, if Biden wins, he still has to deal with the Covid pandemic and BidenCare will most likely take a backseat for an indefinite period.

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Warwick Shore Advisors Featured on G’s Power Hour Radio Show February Job’s Report, Coronavirus, Bear Market Territory April 3, 2020

Chief Investment Officer Paul Z. Shelton Jr., discusses the job’s report in the wake of the massive layoffs as a result of the coronavirus. He also discusses how to invest as we transition through the business cycle from peak to trough. Covid-19 could be the catalyst that we were anticipating initiating a recession.

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Warwick Shore Advisors Featured on G’s Power Hour Radio Show February Job’s Report, Coronavirus, Market Correction March 6, 2020

Chief Investment Officer Paul Z. Shelton Jr., discusses the job’s report and the recent market volatility as a result of the uncertainty surrounding the spread of the coronavirus. Will the coronavirus be the catalyst that leads to the next global recession?

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Warwick Shore Advisors Featured on G’s Power Hour Radio Show February Job’s Report, Market Out-performance, Coronavirus February 6, 2020

In the broadcast of G’s Power Hour, CIO Paul Z. Shelton Jr., provides an update on the market out-performance for the first part of January. He also discussed the positive movement of the trade deal between the US and China.

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Warwick Shore Advisors Featured on G’s Power Hour Radio Show December Jobs Report, U.S. / Iran Tension & Trade War January 10, 2020

Warwick Shore Advisors CIO Paul Z. Shelton Jr, provides deep insight on the job’s report and breaks down the performance of the capital markets for 2019. The radio show discussed the current geopolitical tension between the U.S. and Iran and the impacts that those tensions have on the capital markets.

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Warwick Shore Advisors Featured on G’s Power Hour Radio Show November Jobs Report, Trade War & Global Equity Performance December 6, 2019

Warwick Shore Advisors CIO Paul Z. Shelton Jr, provides deep insight on the job’s report and breaks down the performance of each sector for the month of November. The radio show also discussed the state of the current trade war, monetary policy, OPEC ‘s production cut and the performance of the global equity and bond markets.

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Warwick Shore Advisors | The Importance of Estate Planning

Estate Planning. The importance of estate planning is explained by Paul Z Shelton Jr WATCH the end of the video for instructions on how to win a FREE FINANCIAL PLAN! There is no obligation to hire Warwick Shore Advisors if you receive a free financial plan.

 

In this video Chief Investment Officer Paul Z Shelton Jr. is accompanied by his youngest son to help explain the importance of estate planning.


Warwick Shore Advisors Featured on G’s Power Hour Radio Show Trade War, Unemployment Rate & Holiday Shopping November 6, 2019

Warwick Shore Advisors CIO Paul Z. Shelton Jr, provides insight on the current state of the economy in the wake of current developments in the trade war between the U.S. and China. In this radio show he discusses the unemployment rate and how the positive jobs report could boost holiday sales and lead to continued growth in the 4th quarter.

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Warwick Shore Advisors | Tax Loss Harvesting

In this video on Tax Loss Harvesting, Paul Z Shelton Jr of Warwick Shore Advisors provides insight on how tax loss harvesting is implemented in portfolio management. Warwick Shore Advisors is an Wealth and Investment Management firm based in Orlando, Florida. The firm provides institutional portfolio management and financial planning for individuals, foundations and endowments.

 

In this video, Chief Investment Officer Paul Z Shelton Jr provides insight on how tax loss harvesting is implemented in portfolio management. This portfolio management strategy is used to reduce taxes from large capital gains.


Warwick Shore Advisors Featured on G’s Power Hour Radio Show Geopolitical Tension, Unemployment & ISM Data October 9, 2019

Warwick Shore Advisors CIO Paul Z. Shelton Jr, provides insight on the current state of the economy and global investment landscape. In this radio show he discusses the unemployment rate and the institute of supply management manufacturing and service data.

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Warwick Shore Advisors | Should I Invest In My 401K?

Should I Invest in My 401k? Reitrement saving and planning is crucial. In this video regarding 401k investing, Warwick Shore Advisors Chief Investment Officer Paul Z Shelton Jr discusses why it is important to invest in your companies retirement plan and not ignore it.

 

Should I Invest in My 401k? Retirement saving and planning is crucial. In this video regarding 401k investing, Warwick Shore Advisors Chief Investment Officer Paul Z Shelton Jr discusses why it is important to invest in your companies retirement plan and not ignore it.


Warwick Shore Advisors | How Recession Proof Your Life

In this video, How to Recession Proof Your Life Warwick Shore Advisors CIO Paul Z. Shelton Jr., gives 4 tips on how to prepare physically, financially and emotionally for an economic downturn or recession.

 

In this video, How to Recession Proof Your Life Warwick Shore Advisors CIO Paul Z. Shelton Jr., gives 4 tips on how to prepare physically, financially and emotionally for an economic downturn or recession.


Warwick Shore Advisors Featured on G’s Power Hour Radio Show Yield Curve Inversion, Recession Outlook, Trade War September 11, 2019

Warwick Shore Advisors CIO Paul Z. Shelton Jr, provides insight on the yield curve inversion, the trade war and the high amount of volatility that we saw in the month of August. In this show Mr. Shelton was asked for tips on how to recession proof your life. In addition to the tips during the radio show, Warwick Shore Advisors has posted a YouTube video providing more insight about this topic. Listen G’s Power Hour Watch How to Recession Proof Your Life


Warwick Shore Advisors Featured on G’s Power Hour Radio Show Trade War, Inflation and Monetary Policy August 7, 2019

In this episode of G’s Power Hour, Mr. Shelton discusses the impact of the trade war, inflation and the shift in monetary policy from increasing to decreasing rates. Listen G’s Power Hour


Warwick Shore Advisors Featured on G’s Power Hour Radio Show Macroeconomics, Job’s Report and the Yield Curve July 5, 2019

Warwick Shore Advisors Chief Investment Officer, Paul Z. Shelton Jr, discusses the non-farm payrolls report, breaks down the employment market and provides insight into signals given from the bond market as the yield curve flattens. Listen G’s Power Hour


Warwick Shore Advisors Featured on G’s Power Hour Radio Show Trade War, Market Volatility & Headline Risk June 4, 2019

In this installment of G’s Power Hour, Mr. Shelton discusses the recent market volatility and the escalating trade war between the U.S. and China. Proposed tariffs on goods imported from Mexico added additional volatility. (Listen)


Warwick Shore Advisors Featured on G’s Power Hour Radio Show China, Unemployment Rate and the Investment Landscape May 3, 2019

In this episode, Mr. Shelton discusses trade relations with China, the jobs report, monetary policy, geopolitical concerns from Venezuela and the overall state of the economy and what these issues mean to the investment landscape. (Listen)


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 discusses 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 Magnify Money What’s the Stock Market Outlook for 2019 and Beyond November 30, 2018

“This type of volatility mirrors that of which the US economy has seen at the onset of previous bull market wind-downs,” said Paul Shelton Jr., a portfolio manager with Warwick Shore Advisors. In a volatile market, it can be difficult to invest with confidence. However, the outlook for the future is not entirely grim…(more)


Warwick Shore Advisors Featured in Magnify Money How (and When) to Roll Over Your 401(K) Into an IRA November 26, 2018

When you leave a job, figuring out what to do about your 401(k) should be one of the top tasks on your to-do list. Making this choice isn’t easy, though. You have multiple options, including…(more)


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)