hosted by: Business Development Specialist, Ann Vaeth
special guest: Portfolio Manager and Wealth Advisor, Sam Shepherd
Welcome to Market Commentary with our guest, Portfolio Manager and Wealth Advisor, Sam Shepherd. In this week’s commentary, we discuss planning needs for young professionals. Please share this important information with the young professionals in your life. Enjoy!
Disclosures:
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.
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 Shepherd Financial Partners, LLC’s Form ADV Part 2, which is available by request.
Tracking #: 1-05069915