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 – Dow logs 8-day Win Streak
Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average. Small-cap shares, as tracked by the Russell ...
Will You Retire in 2020?
Will 2020 be your retirement year? For some, retirement comes at a milestone. Maybe it’s 35 years on the job or their 65th birthday, or maybe their goal is to retire when they have $1,000,000 ...
Derek Gregoire was quoted in U.S. News & World Report
Recently, Derek Gregoire was featured in an article titled 7 Strategies to Reduce Portfolio Risk. The article discusses different ways you can protect yourself and your finances from market volatility. Being aware of risk is always ...
Weekly Market Thought of the Week – Dow, Nasdaq, S&P 500 Advance
Stocks rose last week, with help from two developments: the announcement of further U.S.-China trade talks as well as August hiring and manufacturing numbers that seemed to bolster the argument for a rate cut by ...
Your Tax Burden in Retirement
Even in retirement, taxes are a guarantee. Your Social Security benefit, capital gains, and retirement account distributions can all be taxed, leaving you with less retirement income than you planned on receiving. Your tax burden ...
Weekly Market Thought of the Week – Stocks Rally as August Ends
Fears of an impasse in the U.S.-China trade dispute lessened last week. While additional U.S. tariffs on Chinese imports were scheduled to take effect on September 1, China’s government communicated that it would refrain from ...
When Retirement Isn’t Your Choice
If you’re nearing retirement age and know you’re not financially prepared for retirement, your solution may be to work longer. While forgoing an early retirement can be prudent, your career might not last as long ...
Weekly Market Thought of the Week – China Announces More Tariffs
Traders assumed that the week’s biggest news event would be Federal Reserve Chairman Jerome Powell’s speech at the annual Jackson Hole banking conference. Instead, China seized the headlines by announcing new tariffs on U.S. goods. ...
Finding Happiness in Retirement
There’s no doubt that our culture is obsessed with youth and often overlooks the benefits of aging. You may not have looked forward to getting older when you were younger, but now that you’re nearing ...
Weekly Market Thought of the Week – Equities Face Some Volatility
U.S. stock indices saw significant ups and downs last week, with traders looking for economic cues from Treasury yields and also developments in the tariff fight between the U.S. and China. The S&P 500 lost ...
How the Rules of Homeownership Have Changed
Are you thinking about downsizing in retirement? Maybe you plan to make your vacation home your primary residence once there’s no office to commute to everyday. Or, maybe you’re considering buying a property to rent ...
Weekly Market Thought of the Week – Trade Tensions Affect Stocks
Stocks spent much of last week rebounding from a Monday drop that reflected nervousness about the U.S.-China trade fight. By Thursday’s closing bell, the S&P 500 had regained all its Monday losses – but it ...