Matt’s Latest Article “Use the Right Tools to Build a Portfolio Made to Withstand Modern Worries” was recently published in Kiplinger. Matt talks about how tools like Riskalyze and Monte Carlo can help ensure that [...]
Recently, Derek Gregoire was featured in an article titled 7 Strategies to Reduce Portfolio Risk. The article discusses different ways you can protect yourself and your finances from market volatility. Being aware of risk is always [...]
Recently, Keith Ellis was featured in an article titled 100 Ways to Make Your Money Last Until You’re 100. The article discusses many different ways that can help you prepare to live longer. On average, Americans [...]
Recently, Joe Anderson was featured on MarketWatch in an article discussing whether or not it’s reasonable for a couple to split costs 50/50 when one spouse has a larger income. The article dives into the [...]
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® CIMA® 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 [...]
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 [...]
