Joshua answers viewer questions regarding taxes, IRAs, and retirement, and details three reasons why the S&P 500 will see a rally later this year.

Happy New Year! And welcome to the brand-new, and not yet completely set up, Shepherd Wealth Management offices!

In 2024's first podcast from one of the two new locations for Shepherd Wealth Management, Joshua explains SWM's absolutely stellar performance for 2023, discusses overweighting certain sectors when allocating, and details what SWM will be looking for from an investment standpoint as 2024 unfolds.

In this episode, Joshua wishes everyone a safe and happy holiday season! 2023 recap with a look at what to expect from 2024.

n this episode, Joshua discusses: what to expect through the end of Q4, what to strategies consider when the massive amount of sidelined money finally enters this year's bull market, numbers to anticipate for December's inflation data, when the data says rates are most likely to get cut, and gives a tribute to the late Charlie Munger.

In this episode, Joshua discusses: football, how SWM is beating the market by a massive margin, rebalancing strategies SWM is considering for their clients, general financial advising tips, and lists favorite violent holiday movies.

In this episode, Joshua wonders at the wall of worry blocking investors. Earnings reports are coming in, inflation news and risk of rate hikes remains about the same. But is there more room for this year's bull to run?

Liars, traders, and bonds! Oh my! Take umbrage in our podcast...

Joshua plays our two favorite games; Does Headlines News Hate Me? and What's Up With the Fed? Also, answers to questions that are being frequently asked during SWM customer quarterly reviews, the difference between Core CPI and CPI, and other market and finance data.

Leave your finance and investment questions in the comment section below.

The yield curve is terrifying the masses! Take umbrage in our podcast...

Joshua goes through a list of things to be angrily scared of (...headline news), reminds us all why historical data is an investor's best friend, provides insight into how asset allocation can alleviate massive amounts of variability in an investor's portfolio, and plays this week's version of "What's up with the Fed?"

In this episode, we play another round of our favorite game, What's Up With the Fed? Also, Joshua the $6T in investor money that is sitting on the market sidelines, why major financial news outlets utilize fear to keep your attention, and a recent article of interest from Barron's.

In this episode, Joshua gives perspective on a recent survey reporting consumer sentiment and economic confidence among American households. Also, Joshua breaks down some practical steps anyone can take to improve their economic situation, discusses energy costs, and plays this week's edition of "What's up with The Fed?"