Many insurance agents are in the business of developing relationships with their clients and with other businesses as a complement to their own personal lives. For instance, we at Shepherd Insurance pride ourselves on the practice of doing business with clients that do business with us. We...
Have you ever had a home loss that resulted in a claim? It’s not the most fun or convenient situation to find yourself in but it’s something might be minimized with a bit of preventive measure. For instance, years ago we had a heavy rain similar...
Like Indy 500 drivers, many things are needed along the way to help individuals and plan participants navigate their personal roadmap to retirement. The process starts by asking these questions:...
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....
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....
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....
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....
It is critical to file your plan's Form 5500 Annual Return/Report of Employee Benefit Plan by October 17, 2016....
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....
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....