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 – Is the Bond Market Signaling a Recession?
One of the most closely watched predictors of a potential recession flashed red recently: Something known as an inverted yield curve occurred last week. It sounds scary, but the yield curve can provide useful information ...
Things to Consider Before Moving in Retirement
Where you live can be the biggest factor in your retirement plan, both in terms of finances and quality of life. There are many aspects of moving to consider, from accessibility to good healthcare, to ...
Weekly Market Thought of the Week – Breaking Down Brexit
The news of Brexit has captured multiple headlines recently, and it is a topic that is still likely a source of widespread confusion. Many investors may find themselves wondering why and how it matters. This ...
Changes to the Tax Code to Note This Year
Retirees and those near retirement should take note of the changes in the tax code. Also, important to note are the rules that are not changing, especially ones regarding retirement plans. Factoring in changes to ...
Weekly Market Thought of the Week – Important Lessons From the Bull Market’s 10th Anniversary
Many of us would like to forget the state of the markets in March 2009. The Great Recession brought on by the housing and credit crisis was in full meltdown. A new administration had entered ...
How to Handle Life’s Busy Seasons
Generally, accountants have a good work-life balance, but they’re notoriously busy during tax season. From January to April, their workload increases significantly, and they must come up with new techniques to manage their time. Sometimes ...
Weekly Market Thought of the Week – Insights On The Global Markets and Economy
Economic growth in the U.S. remains strong despite a gradual slowdown. The delayed release of the fourth-quarter gross domestic product (GDP) showed that growth had moderated from 3.4% in the third quarter to a still ...
Benefits of Pairing Your IRA with a Health Savings Account
Healthcare costs can skyrocket in retirement, and Medicare only covers so much. A Health Savings Account (HSA) allows you to set aside pre-tax money to pay for qualified medical expenses like deductibles, copayments, and coinsurance ...
Weekly Market Thought of the Week – The Rally in 2019 – a Tale of Two Assets
As we enter the third month of 2019, the events of the fourth quarter of 2018 seem like a distant bad memory. Global stock markets have risen, erasing all the prior concerns that shook the ...
Weekly Market Thought of the Week – Weekly Market Recap
U.S. large cap equities (S&P 500 Index) rose 2.5% as optimism for U.S.-China trade talks continued, Fed Governor Brainard provided dovish commentary, U.S. labor market data remained strong, and an agreement to avoid another government ...
Significant Estate Planning Steps
You made sure your kids wore helmets, ate their vegetables, and looked both ways before crossing the street when they were small. Why? Because you worried about their safety. Protecting your children financially is no ...
Weekly Market Thought of the Week – Are Corporate Earnings Driving the Stock Market Rally?
The stock market in the U.S. is off to a strong start in 2019 as fears of a looming recession have subsided, with investors taking comfort that the Federal Reserve (Fed) will continue to support ...