Watch this video to see a March 23, 2018 market update from Dave Shepherd, ChFC, CFP®, financial advisor in Tucson.
Watch this video to learn how March Madness could make you a more intelligent investor!
Have you wondered if what’s going on in the market the last couple weeks is the start of something really bad like 2008? Here’s 4 things you need to know.
Learn ONE question you can ask yourself that can simplify the complex and emotional decision making that can come with caring for aging parents.
About Our Firm
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