Co-Founder Derek Gregoire talks to VB about this new SECURE Act Law and how it might impact someone approaching or already in retirement. Additionally, he brings on guest David McKnight, author of the book "The Power of Zero" to talk about his book and his upcoming appearance at an upcoming SHP workshop. Click to Listen!
Recently, Joe Anderson was featured on NECN News to discuss his top tips on how to manage your spending during the holiday season. We’re all guilty of going overboard on gifts this time of year and Joe tells us one of the best ways to prevent this is to set a spending limit, make a list and stick to it when doing your shopping. If it’s hard for you to set a spending limit, then try investing into a gift that will last, like a college saving fund. Click below to watch the full clip and learn more of Joe’s holiday shopping tips! Click here to watch Joe's full interview!
Joe Anderson was featured on a recent NBC10 segment on scary financial habits. In the segment they discuss money moves that can haunt your finances and Joe points out that one of the major issues is that people don’t even know how much they’re spending. He recommends keeping track of your purchases, even small ones like your daily cup of coffee. He also talks about how important it is to check your credit score and understand what that number means. Click here to watch Joe’s full interview!
Recently, Mark Kenney was featured on NBC10 Town Hall Special discussing the student debt dilemma. He sat down with students and other panel guests to share their thoughts on this important topic that affects so many people. In this segment, Mark explains how this student debt affects retirement and how peoples plans can be affected when they have to work longer to pay down their student debt. He goes on to explain that it’s all about having a conversation and setting expectations for what you’ll need to save. Click here to watch the full clip!
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 your portfolio meets your goals while still allowing you to feel secure in your investments. It’s nearly impossible for investors to avoid worrying about risk, but it’s also hard to keep up with all the latest news and updates. That’s why Matt suggests tips to balance life with understanding your vulnerability to risk and avoid worrying too much. Click here to read the full article!
On Monday, October 7th Matt Peck was interviewed by VB in the Middle to discuss what’s been going on in the markets and how to approach market volatility. He compares 2018 and 2019 and explains some of the factors that may be behind the market volatility we’ve experienced including interest rates, fear of a recession, trade wars and the current political landscape. October is traditionally one of the most volatile times, so it’s important to be prepared. Click to Hear the Full Interview!
- Wicked Local - #1 Financial Planner
SHP was recently voted the #1 Financial Planner by Wicked Local. For 24 years, readers of Wicked Local have been voting for their favorite places, services, and things to do around their communities. We are honored to have been chosen by our neighbors and are pleased to serve our community year after year.
- InvestmentNews – Best Places to Work
At SHP, we are proud to be recognized as a 2019 “Best Place to Work” for Financial Advisors by InvestmentNews.