Wealth Management

December Market Wrap Up

2024 Financial Resolutions

Policy changes impacting your education planning

Retirement Savings Plan Limits 2024

Coffee Commentary: November Market Update

November Market Wrap Up

Coffee Commentary: Lessons in Financial Planning

Tips for staying safe this Cyber Monday

Coffee Commentary: October Market Update

Coffee Commentary: Third Quarter 2023

October Live Market Update: Replay Video

Coffee Commentary: The Possibility of a Government Shutdown

Coffee Commentary: This Week’s Fed Meeting

Coffee Commentary: Early Fall Market Update

Coffee Commentary: Residential Mortgage Review

Coffee Commentary: Your 2Q23 Market Recap

Your Finance-focused Summer Reading List

Market Update: May 2023

1004 Main Street

Winchester, MA 01890

Phone: +1 (781) 756-1804

Fax: +1 (781) 729-4356

The content is developed from sources believed to be providing accurate 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.

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/.

Financial planning and investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Securities offered through LPL Financial, Member FINRA/SIPC. Shepherd Financial Partners and LPL Financial are separate entities.

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

Past performance is not a guarantee of future results. The LPL Financial registered representatives 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.

Browse Our Firm’s Background: