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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financial planning

What Exactly Is Financial Planning?

There are many ideas and opinions as to what exactly is financial planning. Here, David Shepherd, outlines what Financial Planning is. David explains the process of harmonizing the seven key areas that make up your financial program with the objective that you and your family can reach and maintain your most important goals. “As an […]

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How To Maximize Your Retirement Readiness Screenshot

Maximize Your Retirement Readiness

Are you Retirement Ready? If you know the answers to the 12 questions below, you may be well on your way… 1) Do you know how long your money will last if you stop working today, invest your nest egg as safely as possible and try to maintain your current standard of living? 2) Do you […]

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American Flag for Veterans Day

In Honor of Our Veterans

In honor of all our veterans, both current and retired, and those who gave their life for our country, Shepherd Wealth & Retirement wanted to take a moment and say thank you. And though a simple thank you doesn’t come close to repaying the debt we owe for your service and sacrifice, we say it […]

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market volatility

What Recent Market Volatility Means to You

“October: This is one of the particularly dangerous months to invest in stocks. Other dangerous months are July, January, September, April, November, May, March, June, December, August and February.” – Mark Twain Though certainly tongue-in-cheek, this quote seems prescient for the October the markets have been experiencing so far this year. In this note, we […]

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estate plan

4 Reasons You Don’t Need an Estate Plan

Here the four reasons you don’t need an estate plan: 1. You don’t own anything. 2. You don’t have anyone you love or care about. 3. You would prefer that the politicians in your state decide who your personal assets go to and who is the guardian of your children when you die because you […]

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retirement planning

The 10 Pivotal Areas of Retirement Planning

Your last day at work…can you imagine it?  You’ve worked hard for decades, saved a lot of money, made more good financial choices than bad, and you’ve finally arrived…your last day at work.  For some this is one of the happiest moments in their life, for others it is one of the scariest, and for […]

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investment planning

The 8 Essential Elements of Investment Planning

Do you ever have that nagging feeling you forgot something?  Does it frustrate you because you know from past experience that that feeling is reliable?  And doesn’t it always seem like you find out later that day that you did forget something right when you need it! In financial planning and wealth management, there are so […]

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Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

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