Portfolio & Tax Loss Harvesting Update December 20, 2018
About Dave Shepherd, ChFC, CFP®Dave is the founder of Shepherd Wealth & Retirement in Tucson, Arizona. Dave is a Chartered Financial Consultant (ChFC) and Certified Financial Planner™ practitioner (CFP®). Have a financial question? Click Here to contact Dave Shepherd.
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
- First Week of 2019 Market Update from Dave January 7, 2019
- Why You Need a ‘Business Plan’ for Your Family January 3, 2019
- Portfolio & Tax Loss Harvesting Update December 20, 2018 December 20, 2018
- The Value of Multigenerational Family Meetings December 5, 2018
- Have you met Kayla? November 30, 2018