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®
portfolio updates 05092018

Portfolio Changes Update, May 9, 2018

Just want to give you a quick market update and our posture based on the recent market movements. We have had more of a move over the last couple days to a more defensive posture in our portfolios just because of the way we follow the markets and the indicators that we look at to […]

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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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