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Prepare Your Legacy for Your Loved Ones

By SHP Financial | Nov 28 , 2018

When you look back at the nest egg you’ve accumulated over your working years, you are faced with a few tough questions. How much money should you...

Stay on Top of Holiday Spending

By SHP Financial Blog | Nov 21 , 2018


With Thanksgiving behind us, the holidays are quickly approaching. Before you become tangled in string lights and overwhelmed by the red and green,...

Weekly Market Thought of the Week – Harvesting Season for Tax Savings

By SHP Financial | Nov 19 , 2018

Most investors are unhappy when their investments decrease in value, and I’m no exception. However, there is a silver lining. By harvesting investment...

Why is Estate Planning so Crucial?

By SHP Financial | Nov 14 , 2018


It may be hard to think about life after you’re gone. It’s not generally something that we like to talk about or even think about, but it is...

Weekly Market Thought of the Week – Global Monthly Focus

By SHP Financial | Nov 12 , 2018

In 2018, investors experienced two corrections (i.e., a drop of 10% from a prior peak) in the U.S. equity markets: one in early February and the more...

Catching a Retirement Curveball

By SHP Financial | Nov 07 , 2018


As I’m sure we have all learned by now, life is unpredictable. Life throws you curveballs, and sometimes those curveballs might affect your...

Weekly Market Thought of the Week – Market Correction vs. Bear Market

By SHP Financial | Nov 05 , 2018

October 2018 was a spooky month. The S&P 500 Index once again entered correction territory as it declined -10% from its peak during the summer. The...

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