Blog

We work in an industry focused on finances and future planning – two areas that can cause great stress. Our team strives to minimize worry, provide resources, and help each client feel equipped to achieve success, but that can sometimes mean working in a state...

For nearly two years, our team has conducted a monthly financial wellness webinar for participants in the retirement plans we advise. These webinars focus on different topics meant to engage participants with their overall financial wellness. Some of our most popular presentations have been our...

To our friends, family, and clients in Houston, know we are thinking of you. Ten years ago, our country was on the cusp of a terrible recession. The housing market crashed, unemployment spiked, and American households lost trillions of dollars in net worth. Considering we are...

I’m not sure how it happened, but summer disappeared. Oh, the calendar may say it officially lasts until September 22nd, but every kid in Indiana will tell you: it’s over. Stores are packed full with back-to-school supplies, teachers are perfecting their classroom decor, and students...

A financial health check? Uh oh. Even the words can evoke feelings of dread. But here we are, midway through 2017. So…how are you doing? I can practically see the wheels turning in your head: That’s right. I wasgoing to make changes. Make a budget, pay off...

As the onslaught of end-of-school activities, exams, and graduation parties begins to fade, parents may heave a sigh of relief. Summer at last! The relief is short-lived, however, if you gaze slightly down the road. Whether your child is five or fifteen, college may very...

Indiana is renowned for its litany of sports legends. You’ve likely heard of fan favorite Peyton Manning or a trash-talking guy named Reggie Miller. Perhaps you’ve seen those little cinematic gems, Hoosiers and Rudy? And in the month of May, it’s commonplace to see Indianapolis flooded with spectators,...

Sir Francis Bacon is often attributed with saying, “Knowledge is power.” While agreeing with the general sentiment, we have learned firsthand that knowledge is often not enough when it comes to personal finances. April is National Financial Literacy Month, and our team believes this is...

There are many similarities between portfolio-building and your annual March Madness bracket-building. For example, if you’re a fan of reading the small print in financial documents, you’ve likely seen something along these lines: “Past performance is no guarantee of future results.” (And you probably agree...

Here at Shepherd Financial, we don’t like to make guarantees. There is too much uncertainty in life, people, politics, and the economy to promise we can give you peace of mind. (On top of all that, our compliance department simply won’t allow it!) Rather than adopt...