Author: Alyse Clark
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2025 Year-End Portfolio Returns at Northshore Wealth Management
In 2025, the Mainsail Equity Portfolio Model achieved a 37.35% return, while the Regatta Strategic Option Model earned 27.19%. The Nordhavn Growing Income Portfolio increased by 11.2%, resulting in a 10.09% income raise for investors. Northshore Wealth Management emphasizes rigorous stock selection and prioritizes clients’ best interests in managing portfolios.
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Northshore Wealth Management’s Tech Sector Outlook for 2026
The technology sector has historically outperformed the US stock market and is expected to continue doing so. While caution is advised regarding overvalued stocks, the focus should remain on well-researched tech investments within diversified portfolios. Broader diversification isn’t advocated if it dilutes effective stock allocation. Investors should prioritize smart strategies over mere index inclusion.
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Five Investment Fears You Can Let Go of — A Free White Paper
Northshore Wealth Management’s white paper addresses common investor fears, helping individuals make informed decisions about their financial future. It discusses the impact of tax laws on investments and offers insights into time-tested strategies. The firm also provides virtual financial advice and asset management services nationwide, promoting peace of mind for investors.
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Keep Your Assets Smart and Your Research Smarter
The author discusses finding a trustworthy financial advisor who invests their own money in the portfolios they recommend. They critique SmartAsset for promoting advisors who pay for recommendations. The author believes in providing genuine service rather than relying on paid endorsements for credibility.
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I Give Thanks to You
In a Thanksgiving letter, Alyse expresses gratitude to her investment clients for their trust and support. She emphasizes the diligence in managing their wealth as if it were her own and the ethical freedom of providing genuine investment advice. Alyse honors their hard work and legacy, wishing them warmth in the holiday season.
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A Retirement Income Portfolio Built to Go The Distance
This content addresses essential retirement planning questions about savings, usage, longevity, and adaptability of plans. It promotes the Nordhavn Growing Income Portfolio Model for lasting income and full flexibility and suggests the Mainsail Equity Portfolio Model for growth opportunities during the retirement planning phase.
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Get to Know Alyse – Final Episode
In the concluding video of the series, the speaker shares what differentiates Northshore Wealth Management from other firms. The speaker provides insights into their approach, emphasizing the importance of a trustworthy advisor. Viewers are encouraged to evaluate their fit and reach out if interested.
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Get to Know Alyse – Part Three
The focus of content quality outweighs the significance of location or delivery. Effective communication relies on substance rather than setting. The video serves to illustrate the style of virtual meetings, covering portfolio performance and capital gains tax insights.
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Get to Know Alyse – Part Two
This content introduces the author and their work at Northshore Wealth Management, emphasizing their 20 years of industry experience. The author aims to build trust through their insights and investment advice. They provide market insights for viewers regardless of whether they choose to hire them, highlighting a commitment to client understanding.
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Get to Know Alyse – Part One
The creator is producing a series of straightforward introduction videos to showcase their communication style and services as a financial advisor. They emphasize authenticity over polish, focusing on educational content and genuine human connection while managing assets. This first video serves as a no-frills introduction, highlighting their commitment to real client interactions.
Northshore Wealth Management 