Many extremely wealthy people have a much better handle than others on a key concept ...
Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not […]
If you are part of the 68 percent of U.S. households that own a pet , you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure the […]
What It Is and Why It Matters Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. With that in mind, here’s a closer look at just what elite wealth planning is—how it works […]
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
- How Playing the Long Game Could Help Build Wealth and Success September 26, 2019
- Benefits of Upcoming Changes September 12, 2019
- Personal Story and Important Updates September 5, 2019
- August 2019 Market Update August 27, 2019
- Work Smarter—Not Harder! July 30, 2019