SHP Financial Blog

Weekly Market Thought of the Week – 2018 Year in Review & Market Outlook

By Becca | January 8, 2019

The U.S. labor market was solid throughout 2018, with 2.6 million jobs added during the year, compared to a gain of 2.2 million in 2017. The unemployment rate ended the year (as of November 2018) at 3.7%, which was lower than the 4.1% rate at the close of 2017. A strong job market, along with…

You and Your Spouses Second Honeymoon

By Becca | January 2, 2019
You and Your Spouses 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 choose who you spend your time with. This can be especially complicated for married couples to navigate. There is a…

Retirement Expectation vs. Reality

By Becca | December 26, 2018
Retirement Expectation vs. Reality

When most people envision retirement, positive images start forming. We picture spending days lounging on the beach or practicing our favorite hobbies, we envision having free time to spend with friends and taking the grandkids on countless adventures. But it’s becoming clear that so many people associate only upbeat feelings with retirement, that it might…

Weekly Market Thought of the Week – Keep Calm and Carry On

By Becca | December 24, 2018

As 2018 comes to an end, investors naturally begin to anticipate what the next year will bring, whether it’s progress on the trade discussions, the future of Brexit, or what will happen with the Federal Reserve (Fed) monetary policy. While it is important to think about the future, it is hard to predict or know…

Tax Efficient Strategies for Charitable Giving

By Becca | December 19, 2018
Tax Efficient Strategies for Charitable Giving

As the seasons change and the holidays come and go, 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 retired, you may be worried about where extra income will come from and…

Weekly Market Thought of the Week – Global Monthly Focus

By Becca | December 17, 2018

November was yet another roller coaster ride for the markets. The S&P 500 Index dropped 3% during November over concerns of a global economic slowdown and falling oil prices but closed the month up 2% following unexpected dovish comments from the federal reserve (Fed). Driven by a strong rebound in Chinese equities, MSCI Emerging Markets…

Weekly Market Thought of the Week – What Does a Yield Curve Have to Do with a Recession?

By webteam | December 17, 2018

The markets once again had a tumultuous week. Renewed concerns over trade wars, worries about additional interest rate hikes, and a global economic slowdown were some of the themes driving the volatility. Another key driver of this week’s market sell-off was the yield curve, which has been a hot topic lately because of its alleged…

Rules of Retirement to Consider

By Becca | December 12, 2018
Rules of Retirement to Consider

We’ve followed rules our whole lives. Whether it was listening to your teacher when they instructed you to raise your hand before speaking, your parents rule of looking both ways before you cross the street or being taught to stop at a red light when you finally learn how to drive, rules are everywhere. But,…

Expenses That Can Disappear During Retirement

By Becky | December 5, 2018

  There’s plenty of expenses that you’ll have to worry about in retirement. With the cost of healthcare and entertainment, along with travel expenses generally rising in retirement, just to name a few, it can be reassuring to learn that there’s a few areas where you might save some money in retirement. In fact, here’s…

Weekly Market Thought of the Week – What’s Next for International Stocks?

By Becky | December 3, 2018

As we near the end of 2018, the path forward may seem less clear than at the beginning of 2018. After an exceptionally strong 2017, the broad consensus was that international equities would once again outperform on the back of strong global growth and attractive fundamentals. But with a month left to close out the…



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