Learn why hot stocks don’t stay that way forever and how you can spot these gut-wrenching portfolio problems to strive to avoid a costly mistake.
We got to do something very special…something almost 2 years in the making. Watch the ...
Learn the 5 things you need to know for your parents. If You’re a parent, these are the 5 things your kids or a trusted friend should know about you.
Watch this video to learn about a great divergence happening in the market right now and what you should do about it.
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 […]
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 […]
About Our Firm
Shepherd Wealth & Retirement is a wealth management firm led by a father and son team based in Tucson, Arizona. We specialize in serving the needs of families who are focused on preserving and growing their wealth through life’s many turning points.
- The Value of a Proactive Investment Strategy March 6, 2013
- Can A Simple Habit Make You Wealthy? February 21, 2013
- An Ounce of Prevention January 15, 2013
- My Journey Toward Achieving the Chartered Financial Analyst® (CFA®) Charter January 25, 2013
- Understanding Market Tops and Cycles February 14, 2013
- Guess What Happened Yesterday! October 18, 2017
- Warning: Don’t Get Burned by Your Hot Stock October 6, 2017
- 5 Things You Should Know About Your Parents October 4, 2017
- A Great Divergence in the Market & What You Should Do September 28, 2017
- Are you prepared for a bad stock market? September 9, 2017