About Dave Shepherd, ChFC, CFP®

Dave is the founder of Shepherd Wealth & Retirement in Tucson, Arizona. Dave is a Chartered Financial Consultant (ChFC) and Certified Financial Planner™ practitioner (CFP®). Have a financial question? Click Here to contact Dave Shepherd.
Author Archive | Dave Shepherd, ChFC, CFP®
Your Liquid vs. Illiquid Investments Thumb nail

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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Your Long-Term Care Insurance Premium

Your Long-Term Care Insurance Premium

 

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