Here's Why You Need a 'Business Plan' for Your Family

Why You Need a ‘Business Plan’ for Your Family

  Flash Report: Why You Need a ‘Business Plan’ for Your Family When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families. Your […]

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Tax and Portfolio Screenshot 12.20.18

Portfolio & Tax Loss Harvesting Update December 20, 2018

 

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The Value of Multigenerational Family Meetings

The Value of Multigenerational Family Meetings

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony.

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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 […]

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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  

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*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.

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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 […]

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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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