We got to do something very special…something almost 2 years in the making. Watch the video we made of it!
Archive | Investment Philosophy
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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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Portfolio Changes Update, April 4, 2018 April 4, 2018
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Market Update from Dave March 23, 2018 March 26, 2018
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How March Madness Could Make You a More Intelligent Investor March 14, 2018
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*NEW* Market Update from Dave – March 7, 2018 March 7, 2018
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4 Things You Need to Know About This Market February 20, 2018