Blog

 
March 10, 2017

Daylight Savings Time Checklist

It's time to spring forward this weekend. Check out our handy daylight savings checklist for some great ideas to get you prepared for spring.
March 10, 2017

2017 Changes to Indiana Medical Malpractice

Changes in the Indiana Medical Malpractice law take effect July 1, 2017. Our Medical Malpractice team will keep you informed and will be ready to explain the changes and options available to you.
February 23, 2017

Why we believe diversification matters

We try to live by some general rules of thumb when it comes to our investment management strategy. One of the most important is this: diversification matters.
January 5, 2017

Writing Your Story in the New Year

The financial world tends to think in quarters instead of seasons, use spreadsheets vs pen & paper, ticker symbols vs adjectives. But Shepherd Financial isn't your average retirement consulting firm.
October 13, 2016

Form 5500 Filing Deadline

It is critical to file your plan's Form 5500 Annual Return/Report of Employee Benefit Plan by October 17, 2016.
October 6, 2016

Strong Benefits to Attract and Keep Millennials

If you want to win the loyalty of your millennial employees, it's time to take a hard look at your benefits package and workplace perks.
September 6, 2016

Designing an Employee Handbook

Handbooks should be reviewed at least every three years to keep up to date. It's also best to individualize your employee handbooks so that each policy pertains to your company and employees.
 
September 2, 2016

Non-owned Aircraft Insurance for Businesses

When accidents occur involving aircraft owned by third parties, your business could unknowingly be at risk for the resulting injuries or property damage.
 
August 31, 2016

Trucking Playing it Safe: Tips to Keep Your Carrier’s CSA Scores Low

Preventative maintenance is a major part of any truck driving job and any carrier’s safety program. Drivers must have all the essential parts in perfect working order to safely operate equipment.
 
August 30, 2016

Voice Over Internet Protocol Security

Before adopting VoIP for your business, you should consider its unique benefits and risks.