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®
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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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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