Joe Anderson was featured on MarketWatch – He makes $150,000 a year, she makes $75,000: Is it ‘unreasonable’ to split costs 50/50?
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 concept of mixing love and money and how to decide to divide the monthly bills. Joe talks about why the 50/50 role may not be the best option, explaining that it’s important to find balance and if income levels are very different, an even split isn’t always realistic. Joe continues on to clarify that no matter what you decide, it first begins with a review of current bills. Click below to read the full article! Click Here to Read More!
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 explain how to decide on what percentage of your portfolio should consist of stocks and bonds and in what way that changes as you become closer to retirement. Peck remarks that stability isn’t sexy, and balance is necessary. Click here to read the full article!
Keith Ellis was featured on NBC 10 News in a segment called “Cleaning The Clutter.” Keith discusses some simple steps to help you start spring cleaning your finances. In Keith’s 5 tips, he talks about first addressing frivolous spending habits and starting to catch up on late payments. Keith also notes that it’s important to make sure your beneficiary forms are up to date each year. To watch the full interview click below! Or, to read the full article, click here! Click here to watch the full interview!
On April 24th, Derek Gregoire joined VB in the Middle for a featured interview on WRKO Radio to discuss what you can do now that Tax Day is officially over. He explains that just because the day is over, that does not mean it's time to ignore your finances! Derek goes on to suggest that you should even make sure your financial plan places an emphasis on taxes. He gives advice on how to manage your money and be smart about it. Click Below to listen to the full featured interview with VB in the Middle!
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, real estate doesn’t historically correlate to market movements and can be a strong hedge against volatility. To read the full article click below. Click here to read the full article!
Derek Gregoire was recently featured in an interview on NECN talking about credit card mistakes to avoid. He talks about rising interest rates and what that means for credit cards. In his interview with Brian Shactman they go through the common mistakes that people are making when it comes to their accounts, including missing payments and opening too many accounts. Click below to learn more! Click here to watch the full interview!
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At SHP, we are proud to be recognized as a 2019 “Best Place to Work” for Financial Advisors by InvestmentNews.