SHP IN THE MEDIA
At SHP Financial, we’re honored and humbled to be regularly called upon by members of the media to provide our financial thoughts and opinions on various current news topics. We invite you to explore some of our latest media interviews and appearances below.
Disclaimer: Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities, Matthew Chapman Peck, CFP®, CIMA®, Derek Louis Gregoire, and Keith Winslow Ellis Jr. are independent licensed insurance agents, and Owners/Partners of an insurance agency, SHP Financial, LLC. In addition, other supervised persons of SHP Wealth Management, LLC. are independent licensed insurance agents of SHP Financial, LLC. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional before investing. Both SHP Wealth Management, LLC. and SHP Financial, LLC. will offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product. SHP Financial utilizes third party marketing and public relation firms to assist in securing media appearances, for securing interviews, to provide suggested content for radio, for article placements, and other supporting services.
Keith Ellis Was Quoted in GoBankingRates & Yahoo! Finance
Recently, Keith Ellis was featured in an article titled 100 Ways to Make Your Money Last Until You’re 100. The article discusses many different ways that can help you prepare to live longer. On average, Americans are expected to live until they are 79 years old. This is why it’s important to create a plan that covers all aspect of your retirement, and prepare for the 30 or more years ahead. Keith goes on to explain that one of the mistakes that you can make that might hurt your retirement plan is dipping into their retirement plan early. Some people in their 40s make this mistake in order to help out a family member, whether it be an adult child or an aging parent, but it can definitely hurt your own retirement plans later on. Click below ...
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 Quoted on RIA Intel
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 featured on NBC 10 News
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!
Derek Gregoire Featured on WRKO Radio – Tax Day Is Behind Us … Now What?
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!
April 23rd 2019, Matt Peck Featured in US News & World Report
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!
InvestmentNews – Best Places to Work In 2022
Boston Business Journal – Fastest Growing Companies In 2021
Boston Business Journal – Fastest Growing Companies In 2021
InvestmentNews – Best Places to Work
InvestmentNews – Best Places to Work
Wicked Local - #1 Financial Planner
InvestmentNews – Best Places to Work