This week, SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, discuss how with the 2018 tax deadline approaching, some of you may be questioning whether or not you could have done things differently to save on taxes this past year. There could be some tax planning opportunities you may have missed because tax planning is an under observed area with many advisors. Next, Derek, Keith, and Matt, welcome back Attorney Keith McManus, from McManus Estate Planning, to discuss the four benefits of setting up a trust. Finally, in the weekly market report, the guys talk about the yield curve and what it means for your investments and your retirement plan.
