News & Insights

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 The law was repealed permanently in 2010, enabling higher earning individuals to convert to a Roth IRA.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.

Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Financial Advisor IQ regarding the rising number of RIA clients.

ShoreHaven’s Founding Partner and CEO, Mike Durso, provides insight on the changes happening across the finance industry regarding financial advisors, as well as a new way to approach the ownership of client relationships.