Sherry and Kayla matched on Kayla’s fifth day at the office. They’re already in sync!

Have you met Kayla?

We are pleased to introduce Kayla Hunt as the newest member of Shepherd Wealth & Retirement. She has been hired as our Client Services Manager and will be available to assist you with any servicing needs that may arise. Sherry is still available to serve you, but we know you will find Kayla helpful and […]

Read full story Comments are closed
Thanksgiving Market Update from Dave

*THANKSGIVING* Market Update from Dave

Update Part 1, recorded November 21, 2018   IMPORTANT: Update Part 2, recorded November 23, 2018  

Read full story Comments are closed
*NEW* Market Update from Dave - October 17, 2018

*NEW* Market Update from Dave – October 17, 2018

Dave Shepherd shares a video update with you today to help make sense of what’s going on in the market and share his insights with you.

Read full story Comments are closed
Are you ready for what happens next in the market?

Are you ready for what happens next in the markets?

You know your portfolio might be telling you something important but there’s so much uncertainty about what to actually do if you did discover something was wrong, you don’t do anything! Look, you’re not alone. That’s why I just recorded a video for you that talks about your portfolio’s vital signs and how you could […]

Read full story Comments are closed
portfolio updates 05092018

Portfolio Changes Update, May 9, 2018

Just want to give you a quick market update and our posture based on the recent market movements. We have had more of a move over the last couple days to a more defensive posture in our portfolios just because of the way we follow the markets and the indicators that we look at to […]

Read full story Comments are closed
sec fraud alert video

Learn More About the Recent SEC Fraud Alert

I just wanted to update you really quickly on a fraud alert that’s come out from the SEC recently. And it is actually an alert where people are calling up and pretending to be SEC examiners, if you will, to help you make trades, verify trades, et cetera, things like that on your accounts. For […]

Read full story Comments are closed
Portfolio Changes Update, April 4, 2018

Portfolio Changes Update, April 4, 2018

Because of the market’s continued volatility there will be changes coming this week in almost all of our portfolios to a more preservation stance.

Read full story Comments are closed

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

©2014 Shepherd Wealth Group, Inc. 6300 E. El Dorado Plaza, Suite A200, Tucson, AZ 85715 | Phone 520-325-1600 Fax 520-325-9097 Disclosures