All Posts
Coffee Commentary: Understanding SVB downfall and Fed actions
Coffee Commentary: Where are we with the Debt Ceiling
Coffee Commentary: Understanding Roth Savings Accounts
Caring for Elderly Parents
SECURE 2.0 Savings Update
Coffee Commentary: December CPI Update
Coffee Commentary: Top Trends for 2023!
Coffee Commentary: November CPI Update
Coffee Commentary: Housing, Fed Signaling, Jobs – Take your pick!
Coffee Commentary: October CPI Update
Coffee Commentary: November’s Fed Meeting and What’s Next
Coffee Commentary: CPI Update
Coffee Commentary: Jobs, Jobs, Jobs
Espresso Shots: Five Fast Facts
Coffee Commentary: Master Class in Quantitative Measures
Coffee Commentary: September’s Fed Meeting and What’s Next
Federal Reserve Raises Target Rate
Coffee Commentary: September CPI Update
Office Location
1004 Main Street
Winchester, MA 01890
Let's Talk
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:
