This week, SHP founders, Derek Gregoire, Keith Ellis, and Matthew Peck CFP®, are going to discuss the different tax planning opportunities that are out there and how you should take advantage of them while taxes are "on sale." In the SHP story segment, Matt will share a story pertaining to what true financial planning is, versus just having a pile of stocks, bonds, and mutual funds. He will also explain the difference between an Investment Planner and a true Financial Planner. Finally, in the weekly market report, the guys are going to discuss the real impact of Tariffs.
