This week SHP founders, Derek Gregoire, Matthew Peck CFP®, and Keith Ellis, will discuss New Year's resolutions as it pertains to your financial situation and the importance of having a full plan for 2019. Next, the guys are joined by Attorney Keith McManus from McManus Estate Planning. Attorney McManus will discuss 2019 resolutions you should be thinking about from an estate planning standpoint. Derek, Matt, and Keith will then discuss what they each learned over this past year. Finally, in the weekly market report, Certified Financial Planner, Matt Peck will discuss the return of volatility and what he sees happening as we enter the New Year.
