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 […]
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.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.
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The Value of a Proactive Investment Strategy March 6, 2013
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Can A Simple Habit Make You Wealthy? February 21, 2013
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An Ounce of Prevention January 15, 2013
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My Journey Toward Achieving the Chartered Financial Analyst® (CFA®) Charter January 25, 2013
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Understanding Market Tops and Cycles February 14, 2013
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A Common Sense Guide to Heart Health January 24, 2019
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First Week of 2019 Market Update from Dave January 7, 2019
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Why You Need a ‘Business Plan’ for Your Family January 3, 2019
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Portfolio & Tax Loss Harvesting Update December 20, 2018 December 20, 2018
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The Value of Multigenerational Family Meetings December 5, 2018