Blog

After attending a recent conference and thinking about the company culture we’re striving to build at Shepherd Financial, this quote from Richard Branson kept running through my head: ‘Clients do not come first. Employees come first. If you take care of your employees, they will take...

The concept of corporate social responsibility (CSR) has been making waves, urging corporations to be – as you may have guessed – socially responsible. In other words, deliberately conducting business in a way that creates a positive impact in the community, environment, and society. The...

Every group has its own lingo. When football coaches speak about designing receiver slants, hitting the A-gap, or running stunts, players quickly understand their roles. Likewise, as theater buffs converse about moving stage left, blocking, and striking, no one bats an eye. But if you’re...

As discussed in last month’s blog, employers must rethink the formation of corporate benefits packages to better attract and retain high-quality employees. The key point was creating a benefits package with different and refreshed options (or even deconstructing it to allow for greater choice and...

Attracting and retaining high quality employees is not a new challenge, but the benefits landscape has changed dramatically in recent years, particularly since millennials entered the workforce. And now that this generation is today’s largest workforce demographic (hint: it’s your employees who are anywhere from...

Did the recent 35-day partial government shutdown affect you or someone you know? It’s quite possible, considering it forced 800,000 federal workers to miss paychecks and hurt many small businesses. And since the three-week spending bill expires soon, there could be even more financial repercussions. These...

The new year always seems like a great time to overhaul everything in our lives. Why not? It’s a clean slate. A chance for something different. The perfect opportunity to try and correct mistakes from the past year. It can be enticing to do the same...

A special year-end note from Leah Hill, Director of Retirement Plan Services at Shepherd Financial: I should preface this by saying I am not at all a blogger – my degree is in Mathematics, so I don’t claim to have a way with words. But I...

No matter our job titles here at Shepherd Financial, we are all nerds. Every last one of us. Case in point: every year, the IRS announces new contribution limits for retirement savings. Because it’s vital information for how we operate, timeliness is essential – so at...

I’m currently sitting at a conference geared toward money-minded people. For many, their focus is financial empowerment and independence; sharing actual bank statements and debt repayment plans is second nature to them. There is even an entire subsect of men and women who intend to...