News & Insights

We’re excited to share our Quarterly Newsletter highlighting how we use technology to enhance the benefits of tax loss harvesting, strategies to avoid a huge tax bill when transferring assets, and what our CEO, Michael Durso, CFA®, learned in Q2.

What should you know about Tax Loss Harvesting? Systematic tax loss harvesting is a strategy that ShoreHaven Wealth Partners has implemented throughout our taxable investment accounts. There was no better year to implement this than 2022, as tax savings benefits hit an all-time high for clients on the 55ip Platform1. With that said, explaining what […]

We are proud to share our Second Quarter Newsletter, which, quarterly, will provide you with updates and insights on the industry, wealth management, financial planning, and our firm.

In 2010, the Roth IRA conversion law changed. Before 2010, there was an income limit on Roth conversions. If your income exceeded $100,000, you could not convert to a Roth IRA. The law was repealed permanently in 2010, enabling higher earning individuals to convert to a Roth IRA. The chief advantage of a Roth IRA […]

Anyone who has amassed assets or savings during their lifetime has an estate. While discussing the inevitable passing of a loved one can be a very sensitive and uncomfortable conversation, it is critically important to plan for how and when you want your hard-earned assets distributed. In order to make sure this happens; we recommend […]

Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Forbes and discussed how people who work in finance can benefit from hiring an advisor.

Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Forbes about ways advisors can go above and beyond for clients.

Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Financial Advisor IQ regarding finding top talent.