All Posts

Estate Planning Basics: Revocable and Irrevocable Trusts

Coffee Commentary: What’s Up with the Rising Cost of Energy?

Coffee Commentary: What’s Up with Inflation?

Social Security Benefits are on the Rise

Coffee Commentary: The Latest on the Jobs Report

Coffee Commentary: Understanding Quantitative Easing and Fed Tapering

Coffee Commentary: Understanding the Debt Ceiling Revisited!

Rolling over your 401(k)

Coffee Commentary: Understanding the Debt Ceiling

Newly Proposed Changes to Tax Law: What You Need to Know

Housing Market Update

Wealthfare™

Shepherd Seminar Series: Live Market Commentary

Financial Planning for Women

Your Finance-focused Summer Reading List

College planning: Free Application for Federal Student Aid (FAFSA®)

Market Commentary: Understanding Drivers for Inflation and Interest Rates

Financial Crossword Puzzle

1004 Main Street

Winchester, MA 01890

Phone: +1 (781) 756-1804

Fax: +1 (781) 729-4356

Securities offered through LPL Financial, member FINRA/SIPC.  Investment advice and financial planning offered through Shepherd Financial Partners, LLC, a registered investment advisor and separate entity from LPL Financial. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

Additional information, including management fees and expenses, is provided on Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://www.adviserinfo.sec.gov/Firm/169093

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Please see Important Disclosure Information at https://www.shepherdfinancialpartners.com/important-disclosure-information/.

The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Past performance is not a guarantee of future results.

Browse Our Firm’s Background: