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.
*DISCLOSURE: By clicking on any of the third-party Web site links below, you acknowledge that the links provided are solely for your convenience, and do not necessarily imply an affiliations, sponsorships or endorsements.
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May 2018
Reexamining the Need for Corporate Bonds
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September 2010
Credit Concerns Within the Municipal Market
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June 2010
The Current State of the Municipal Bond Market
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May 2009
TIPS as Fixed Income Investments
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February 2005
Bond Ladders
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June 2004
Hidden Costs: Bond Markups
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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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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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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