Dave Shepherd shares a video update with you today to help make sense of what’s going on in the market and share his insights with you.
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You know your portfolio might be telling you something important but there’s so much uncertainty about what to actually do if you did discover something was wrong, you don’t do anything! Look, you’re not alone. That’s why I just recorded a video for you that talks about your portfolio’s vital signs and how you could […]
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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.
- The Value of a Proactive Investment Strategy March 6, 2013
- Can A Simple Habit Make You Wealthy? February 21, 2013
- An Ounce of Prevention January 15, 2013
- My Journey Toward Achieving the Chartered Financial Analyst® (CFA®) Charter January 25, 2013
- Understanding Market Tops and Cycles February 14, 2013
- The Value of Multigenerational Family Meetings December 5, 2018
- Have you met Kayla? November 30, 2018
- *THANKSGIVING* Market Update from Dave November 23, 2018
- Market & Election Impact Update from Dave – November 2, 2018 November 2, 2018
- *NEW* Market Update from Dave – October 17, 2018 October 17, 2018