There’s a simple choice you can make to better prepare yourself, your family and your loved ones for the inevitable bad times in the stock market.
Video Transcript: Hi, this is Dave Shepherd with Shepherd Wealth & Retirement. Just wanted to go over a quick idea with you today that can help with your risk management and protecting portfolios if markets do fall. And that’s the idea that all of us have– long-term investments, but some of them are illiquid, and […]
With all the current talk about fake news since the election it sure seems like the fake news was the market was going to tank if Trump won. As we mentioned in an earlier video we sent through email we expected this time to be turbulent and take a while to settle out and get […]
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.
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- 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
- Market & Election Impact Update from Dave – November 2, 2018 November 2, 2018
- *NEW* Market Update from Dave – October 17, 2018 October 17, 2018
- Are you ready for what happens next in the markets? June 5, 2018
- Portfolio Changes Update, May 9, 2018 May 9, 2018
- Learn More About the Recent SEC Fraud Alert May 2, 2018