How SHP Financial Is Providing Better Service and Advice in 2026 It’s a new year and as we look ahead to 2026, Derek Gregoire explains how the firm has moved far beyond traditional “sales-first” financial advice into truly comprehensive planning. In this short clip, he’ll walk you through a real-life example that shows how coordinated access to CFPs, CFAs, estate attorneys, and advanced planning tools allows clients to see everything in one place and make smarter, more confident decisions. This
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At SHP Financial, we design our experiences with a primary focus on fostering human connection, a vital element, especially in today’s world. Here’s a glimpse into our recent event, "Unreasonable Gratitude," featuring guest speaker John Israel, also known as Mr. Thank You. We’re dedicated to creating meaningful interactions that enrich our SHP community! | SHP Financial
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SHP’s 2025 Year in Review and a Look Ahead to 2026
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Why Timing The Markets Never Works and How to Handle the Dips In this short clip, SHP Financial’s Matthew Peck and Nick Nelson explain why trying to time the markets almost always backfires and why long-term investors shouldn’t fear buying at market highs or holding through market dips. They highlight research showing that after just six months, investors who bought at a new high often outperform those who waited, proving time in the market beats timing the market. Nick also shares why missing j
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The History of SHP Financial with Derek Gregoire, Keith Ellis and Matthew Peck CFP®, CIMA®
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