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® 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!
Recently, Matthew Peck CFP® 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 need for near-retirees to be more selective about the bonds they invest in if rising rates result in lower yields. CLICK Below to read the full article! US News & World Report Yahoo! Finance
On Monday, November 19th Matthew Peck, CFP® was featured on WRKO’s Morning Show with Doug “VB” Goudie. Matt discussed the recent market volatility and what the outcome of the 2018 mid-term elections might mean for the markets, economy, and retirement. Check it out!
Watch SHP, Certified Financial Planner, Matthew Peck on ABC Boston. Matt gives a few tips on what to do if you win the Mega Millions.
- 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.