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What Should You Do with Cash Now?

Wondering what you should do with money sitting in cash with the market at all-time highs? When should you invest it and when? Watch this video!

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Your Liquid vs. Illiquid Investments

Video Transcript: Hi, this is Dave Shepherd with Shepherd Wealth & Retirement. Just wanted to go over a quick idea with you today that can help with your risk management and protecting portfolios if markets do fall. And that’s the idea that all of us have– long-term investments, but some of them are illiquid, and […]

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Trump-phoria

With all the current talk about fake news since the election it sure seems like the fake news was the market was going to tank if Trump won. As we mentioned in an earlier video we sent through email we expected this time to be turbulent and take a while to settle out and get […]

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How Will You and Your Money React to the Election?

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Is Your Portfolio Brexit Proof

Is Your Portfolio Brexit-Proof?

Learn the 3 questions you need to ask your advisor or yourself about your portfolio in light of Brexit.  

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Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

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