End of Year Reflections with Matthew Peck — EP 020
What a year it’s been. 2022 was one of the toughest financial years we’ve seen in our lifetimes. The state of the markets is concerning, but we’ve never been prouder of ...
Going Behind the Scenes at SHP Financial with Michelle Short — EP 019
During the first ten years of SHP Financial–2003 thru 2012–we had a team that deeply understood how to build great financial plans and do right by our clients. However, we had work to do ...
End of Year Planning Tips to Take Advantage of a Bear Market — EP 018
Financially speaking, 2022 has been a tough year. We’ve all been dealt a handful of lemons, the markets are in a uniquely difficult position, and your portfolio is likely down from the highs of ...