About David W. Shepherd, Jr., CFP®

David is the Chief Investment Officer for Shepherd Wealth & Retirement and a CERTIFIED FINANCIAL PLANNER™ practitioner. Have a financial question? Click Here to contact David W. Shepherd, Jr.

Author Archive | David W. Shepherd, Jr., CFP®
Is Your Portfolio Brexit Proof

Is Your Portfolio Brexit-Proof?

Learn the 3 questions you need to ask your advisor or yourself about your portfolio in light of Brexit.  

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Black Friday

Better Investor Brain & Black Friday

Better Investor Brain & Black Friday A new year is soon upon us. Before long the holidays will be packed up and put away. The calendar will cross over to 2016, when we are barely into the habit of dating our checks with 2015. As we approach the holidays I want to share a few […]

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