Shepherd won The Independent Insurance Agents of Indiana's 2017 Agency of the year award. This is the second time Shepherd has won this award in the last four years. To see our recognition in the FOCUS magazine for Trusted Choice, click the "Full Article" link...
As companies become more and more digital it is important to make sure that you are taking the steps to keep your network secure. Below are some tips and information to consider: What is a Data Breach? A data breach can come in a number of forms,...
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....