Shepherd Wealth Partners

Safeguarding Your Finances - Shepherd Wealth Partners In our journey to financial stability and growth, don’t overlook the importance of securing the resources you’ve worked so hard to accumulate. By taking

Calculated Risks - Shepherd Wealth Partners I hate most risk tolerance questionnaires. They ask vague, unanswerable questions that often leave folks more confused than they were to start. And they tend

Laying the Foundation - Shepherd Wealth Partners These and other lies will all work to skew our walls out of alignment. I think it’s also noteworthy that small misalignments in a block wall may not be

Following the Leader - Shepherd Wealth Partners As we were on the lift, it kept taking us right over where they were doing ski school for some little kids, and it was fascinating to watch. The way they

What is Most Likely to Jeopardize My Financial Plan? - Shepherd Wealth Partners That's why your investments should always go hand in hand with your overall financial plan. Lining up your investment strategy with your future cash flows

Rich in Good Deeds - Shepherd Wealth Partners "Command those who are rich in this present world…to do good, to be rich in good deeds, and to be generous and willing to share."

Money Value of Time - Shepherd Wealth Partners When it comes to investing and financial planning, there's a concept known as the Time Value of Money. Basically, the earlier you get access to money, the

How to Handle Healthcare in Retirement - Shepherd Wealth Partners Christian Health-share ministries are becoming a more prevalent option for those seeking alternatives to traditional insurance. The major players here are

Contemplating Early Retirement? - Shepherd Wealth Partners In recent years the concept of early retirement has gained tremendous popularity, and it doesn’t seem to be slowing down. This idea of having a large nest egg

Estate Planning Beyond Your Will - Shepherd Wealth Partners A will is important in any estate plan, as it serves as the backbone document of what will happen when you pass away. But there are several other pieces to a

Should I Redo My Will? - Shepherd Wealth Partners Having an estate higher than those thresholds, you're more likely to overcomplicate things than anything. This can happen by having old wills that put assets

Is it Time to Bail on Bonds? - Shepherd Wealth Partners While the stock market had a terrible year last year, bonds didn't do much better. In fact, when you look at it on a risk-adjusted basis, bonds were much

Drifting Away - Shepherd Wealth Partners In life, floating has that same allure. If I can just eliminate the frustrations and stresses in life, it seems like floating along for a while would be

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Debt Ceiling Crisis - Shepherd Wealth Partners We've all heard about the country's debt ceiling, and how we're coming up to a potential breaking point in a few weeks if Congress can't figure out a

Risks and Rewards of Credit Cards - Shepherd Wealth Partners The reality of credit cards is something that many people fail to truly comprehend. This reality is that they can be a huge advantage when utilized

Overcoming Uncertainty - Shepherd Wealth Partners Often its tempting to want to wait for the perfect time to invest, for when the stars align and the coast is clear. Conversely, uncertainty feels dangerous,

The Truth About Dividends - Shepherd Wealth Partners The idea of "dividend investing" appears to be extremely simple at first glance. Invest in businesses that provide dividends (share their profits), reinvest

Update on Silicon Valley Bank Crisis - Shepherd Wealth Partners The collapse of Silicon Valley Bank has been the huge news story over the past week, driving many into a frenzy of panic. Silicon Valley Bank (SVB), which is

4 Great Ways to Earn More on Your Savings - Shepherd Wealth Partners Due to rising interest rates, your assets may potentially provide a greater return. You no longer have to tolerate the insulting 0.01% return on your

Welcome to Cambell Conard! - Shepherd Wealth Partners Please join me in welcoming Cambell Conard to the team at Shepherd Wealth Partners. Cambell will be serving as a Financial Planning Associate - helping in

Great Estate Planning Opportunity - Shepherd Wealth Partners According to recent survey from senior living referral service Caring.com, there are still only 33% of Americans that have an estate plan in place. While the

When the markets get crazy, people get emotional. Even the smartest investors can get impulsive and make short-sighted decisions. How well do you know the market? Test your knowledge on market basics with this quick 2-minute quiz.

How much do you know about bear vs. bull markets? Test your knowledge with a 7-question quiz!

For taxpayers — current tax laws may be changing soon. Take advantage of every tax-saving opportunity now, before legislation changes. Learn about 5 “hidden” tax-saving opportunities in this FREE guide. Want to talk now? Call my office at (704) 443-8455 for a free tax planning session.

Tax-Saving Opportunities — Threatened? FREE GUIDE Lock in *hidden* savings before they're gone

How much do you know about bull vs. bear markets? People who know more about market behavior are less likely to make hasty decisions based on emotion and misinformation. Click here to take a quick, 2-minute quiz and find out

Do You Know the Basics About Bear & Bull Markets? Take a 2-min. quiz & see if you really know the basics

Are you taking advantage of the current tax rules? Tax time is fast approaching — you may be missing out on “hidden” tax reduction opportunities that may vanish forever. Learn about 5 “hidden” tax opportunities you may be missing out on in this FREE guide.

TIME-SENSITIVE: Soon to expire tax savings FREE Guide 5 *Hidden* Tax Savings to Lock In Before You File

A "Christian" response to ChatGPT - Shepherd Wealth Partners As technology continues to advance, the latest addition to the field is ChatGPT, an AI language model developed by OpenAI. While this innovation has the

Bear vs. Bull Quiz: How Much Do You Know? Test your brain on the fundamentals with a fun quiz

When markets get volatile, it can be easy to let emotions take over your judgment and decision-making. Even the smartest investors can get impulsive and make rash decisions when dramatic market changes happen. Do you know enough about bear and bull markets to make a sound decision - no matter how the market is behaving? Test your knowledge with this quick 2-minute quiz.

Bear vs. Bull Quiz: How Much Do You Know? Test your brain on the fundamentals with a fun quiz

Attention taxpayers! Tax time is fast approaching, which means the window to take advantage of tax opportunities is closing — fast. Learn about 5 hidden tax opportunities in this FREE guide. Don’t miss out — lock in your tax savings before you file! Want to talk now? Give my office a call at (704) 443-8455 to schedule a free tax planning session.

Take action before you file — FREE GUIDE Take full advantage to maximize potential tax savings