THE SHP FINANCIAL BLOG
At SHP Financial, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients’ interests first, we focus on creating and executing a sound financial plan that is based on our clients’ unique needs and goals. To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful, and if you would like to take it a step further for a complimentary review of your current strategies, you can click to let your journey begin.
When it Comes to Taxes, Plan for Your Future Self
Retirement is a major event that can drastically change your day-to-day life, your financial strategies, and even your tax burden. Retirees may no longer receive taxable income from an employer, but they will likely receive [...]
Weekly Market Thought of the Week – Further Gains for Stocks
The market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their strong start to the [...]
Spending Your Free Time in Retirement
If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now. And, that’s what retirement is about… It’s your 30 or more year vacation. Whether you’re traveling, [...]
Weekly Market Thought of the Week – Concerns About Oil
Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran’s top military officer. Oil prices rose more than 3% following the breaking news. Wall Street benchmarks ended up [...]
Weekly Market Thought of the Week – The Year in Review
Four factors influenced investment performance in 2019: a shift in U.S. monetary policy, the ongoing trade dispute between the U.S. and China, earnings, and the economy. Stocks reached record highs in 2019. The S&P 500 [...]
Tax Efficient Strategies for Charitable Giving
During the holidays, we are reminded of how fortunate we are and how much we have to be grateful for. We are also reminded that the season of giving is upon us. But, if you’re [...]
You and Your Spouse’s Second Honeymoon
One aspect of retirement that often gets overlooked is how your relationships change once you retire. You go from having friendly small talk and happy hour drinks with your coworkers, to having the freedom to [...]
Weekly Market Thought of the Week – Phase-One Trade Deal Reacher
The U.S. and China announced a limited trade agreement last week. That news lifted U.S. and foreign stocks, leading to weekly gains. Advancing 0.91% on the week, the Nasdaq Composite outperformed the S&P 500 (up [...]