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!
SHP’s Founder and Managing Partner, Derek Gregoire, joined VB in the Middle for a featured interview on WRKO Radio where he talked about his favorite topic in retirement. He discussed the importance of creating a game plan for your retirement. Derek welcomes any opportunity where he can relate and compare sports with the world of retirement planning. CLICK BELOW to listen to his featured WRKO interview! Just think about all of the time and effort that goes into an entire football season, along with the prep work needed for each game including the big game that determines the world champion. Your retirement game plan will likely need to last you 30 or more years, so it might be a good idea to spend a little more time on a comprehensive retirement strategy rather than your spread for the [...]
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 age gap can even help couples. Click here to read the full article!
On Thursday, December 20th Matthew Peck, CFP® CIMA® was featured on WCVB discussing tipping around the holidays. Most importantly he notes that you should keep track of tips and remember to factor them in your holiday budget. Click here to watch 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.