Matt Peck, CFP was recently quoted on RIA Intel in an article titled Bonds: Making Clients Take Their Medicine. He discusses how fixed income bonds can help save clients from themselves. He then goes on to [...]
Matt Peck was recently quoted in U.S. News and World Report discussing the death of the 60/40 method for investing. Matt talks about how it’s important to consider the entire universe of investments. For example, [...]
Keith Ellis was recently featured in US News & World Report talking about how couples can close a retirement age gap by using investing. Keith mentions the delicate balance that it requires and how an [...]
Recently, Matthew Peck CFP® was quoted in a US News & World Report and Yahoo! Finance article written by Rebecca Lake. In her “4 Smart Investment Moves for Near-Retirees in a Volatile Market” article, Matt discussed the potential need [...]
In her article "Annual Medicare enrollment ends Dec. 7" Newsday Contributor Sheryl Nance-Nash, quotes SHP Financial Co-Founder and Certified Financial Planner™ Matthew Peck "The shift in tiers could potentially impact the premiums you pay and change [...]
In her article "How Millennials Can Get Asset Allocation Right" US News Contributor Rebecca Lake, quotes SHP Financial Co-Founder and Certified Financial Planner™ Matthew Peck "Three to six months’ worth of living expenses in cash is [...]
