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
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
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.