THE SHP FINANCIAL BLOG
At SHP Financial, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. To help you better understand your financial needs or assess your current investment and retirement strategies, we post a weekly blog. We hope you find these retirement and financial insight blogs helpful, and if you would like to take it a step further for a complimentary review of your current strategies, you can click to let your journey begin.
Weekly Market Thought of the Week – Stocks End the Week Lower
Stock prices fell last week as investors considered the potential health and economic risks of the flu-like coronavirus. Foreign stock markets, as tracked by the broad MSCI EAFE index, fell 1.03% for the week. Coincidentally, ...
Weekly Market Thought of the Week – Fresh Record Highs
Traders were in an upbeat mood last week, reacting to news out of Washington: the signing of the phase-one trade deal between the U.S. and China as well as the Senate passage of the U.S.-Mexico-Canada ...
When it Comes to Taxes, Plan for Your Future Self
Retirement is a major event that can drastically change your day-to-day life, your financial strategies, and even your tax burden. Retirees may no longer receive taxable income from an employer, but they will likely receive ...
Weekly Market Thought of the Week – Further Gains for Stocks
The market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their strong start to the ...
Spending Your Free Time in Retirement
If you’re planning on taking a vacation, it’s probably something that you’ve looked forward to for a while now. And, that’s what retirement is about… It’s your 30 or more year vacation. Whether you’re traveling, ...
Weekly Market Thought of the Week – Concerns About Oil
Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran’s top military officer. Oil prices rose more than 3% following the breaking news. Wall Street benchmarks ended up ...
Weekly Market Thought of the Week – The Year in Review
Four factors influenced investment performance in 2019: a shift in U.S. monetary policy, the ongoing trade dispute between the U.S. and China, earnings, and the economy. Stocks reached record highs in 2019. The S&P 500 ...
Tax Efficient Strategies for Charitable Giving
Tax-Efficient Strategies for Charitable Giving It is better to give than receive, as the adage goes. Retirees living on a fixed income may worry about financially sustaining charitable giving into their later years. Staying informed ...
You and Your Spouse’s Second Honeymoon
One aspect of retirement that often gets overlooked is how your relationships change once you retire. You go from having friendly small talk and happy hour drinks with your coworkers, to having the freedom to ...
Weekly Market Thought of the Week – Phase-One Trade Deal Reacher
The U.S. and China announced a limited trade agreement last week. That news lifted U.S. and foreign stocks, leading to weekly gains. Advancing 0.91% on the week, the Nasdaq Composite outperformed the S&P 500 (up ...
Make the Most of Your 401(k)
We all know that a 401(k) is one of the most important retirement planning tools we have: The potential tax benefits and power of compound interest can make it a great savings and investment tool ...
Weekly Market Thought of the Week – Stocks Ride Out a Choppy Week
Key Wall Street benchmarks were up and down last week – or rather down and then up. A Tuesday retreat was offset by a Friday rally spurred by the Department of Labor’s November jobs report. While the ...