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SHP Financial in the Media


As featured in Forbes, Kiplinger, the Boston Globe,
WCVB & NBC Boston and more!

SHP Financial Media Appearances

At SHP Financial, we're honored and humbled to be regularly called upon by members of the media to provide our financial thoughts and opinions on various current news topics. We invite you to explore some of our latest media interviews and appearances below.

US NEWS LOGO

January 19, 2018 - Keith Ellis quoted in U.S. News

Without a pension, you'll need to make your tax-advantaged savings count.

In her article "How to Solidify Your Retirement Fund" U.S. News & World Report Contributor Rebecca Lake interviews SHP Financial Co-Founder Keith Ellis on the changes to the traditional three-legged retirement stool - how the lack of pensions and adequate social security is leaving today's retirees faced with relying more heavily on their own personal retirement savings in retirement.

"Unfortunately, for many savers, personal savings often end up being the weakest link, says Keith Ellis Jr., investment advisor representative and co-founder of SHP Financial in Plymouth, Massachusetts. "Many people are unaware or have incorrectly estimated how much money they'll need to live comfortably in retirement." The result is that savers face more pressure than ever to shore up their retirement savings stool.”

 Click here to read full article. 

December 13, 2017 - Keith Ellis quoted on GoBankingRates.com

In her article "Retirement Planning Steps You Aren't Taking Now, But Should" Gobankingrates.com contributor Gabrielle Olya quotes SHP Financial Co-Founder Keith Ellis about bringing family in on your retirement planning. Here's an excerpt from the article:

"In addition to meeting with a financial team, Keith Ellis, co-founder of SHP Financial, said it's important to discuss financial planning with your family as well. "Make it a point to sit down with your children and talk about issues like finances, retirement planning and elder care," he said. "It can be an awkward conversation, but it's important that you are all on the same page.”

 Click here to read full article. 

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November 28, 2017 - Matthew Peck, CFP® quoted in U.S. News

ETFs and mutual funds offer a streamlined way to invest but one may be better suited to an investor than another.

In her article "ETFs or Mutual Funds: Which Are Better?" US News Contributor Rebecca Lake interviews SHP Financial Co-Founder and Certified Financial Planner™ Matthew Peck on whether ETFs or mutual funds are the better choice for a long term strategy. Here's an excerpt from the article:

"Forty-nine percent of advisors cited cost as the most significant advantage of ETFs over mutual funds, followed by greater tax efficiency and trading flexibility. For younger investors with less money to work with, those advantages can enhance returns. "By having a lower cost of doing business and less taxes taken out, the net amount that goes back into the investor's pocket is more," says Matthew C. Peck, co-founder of SHP Financial in Plymouth, Massachusetts.”

 Click here to read full article. 

WCVB Channel 5 Boston

November 20, 2017 - Derek Gregoire interviewed on WCVB

It’s easy to get caught up in the holiday steals and deals of Black Friday. That’s why SHP Financial Advisor and company co-founder Derek Gregoire talked with WCVB about how to survive the mall madness and protect your pocketbook.  Among the many tips he shares in this interivew, Derek recommends making a game plan and using a holiday budget worksheet.

November 17, 2017 - Mark Kenney interviewed on Unlock Your Wealth

There are approximately 13,554,000 millionaires in the United States. Some of them were born into money and some are self-made. However, more often than not, they didn’t become millionaires overnight.  SHP Financial Associate Advisor and Certified Financial Planner™ Mark Kenney shares millionaire money lessons to help you live the luxe life during this interview with Heather Wagenhals of Unlock Your Wealth Radio.

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US NEWS LOGO

October 27, 2017 - Matthew Peck, CFP® quoted in U.S. News

There has been an increased drive towards socially responsible investments with a desire to hedge your bets against market volatility.

In her article "3 Tips for Building a Socially Responsible Bond Portfolio" US News Contributor Rebecca Lake interviews SHP Financial Co-Founder and Certified Financial Planner™ Matthew Peck for his take on the topic. Here's an excerpt from the article:

Socially responsible bond funds and bond ETFs can offer a cost-efficient path to sustainable investing. Matthew Peck, co-owner of SHP Financial in Plymouth, Massachusetts, says there are two additional good reasons to invest in bonds. “The first is to provide a hedge during stock market loss; historically, the bond market has performed well or at least is flat while equity markets have fallen,” Peck says. “Second, bonds provide interest or yield that can be used for income or to purchase more equities during volatile periods.”

 Click here to read full article. 

US NEWS LOGO

September 12, 2017 - Matthew Peck, CFP® quoted in U.S. News

Inflation can take a toll on your investments and that can be critical in retirement if certain expenses, such as health care, increase. Stocks and inflation-protected investments enable your savings to keep pace with rising prices.

In her article "Inflation-Proof Your Retirement" US News Contributor Rebecca Lake interviews SHP Financial Co-Founder and Certified Financial Planner™ Matthew Peck for his take on the topic. Here's an excerpt from the article:

The biggest danger to your retirement security may be the one you least expect. Inflation can erode your spending power in retirement dramatically, and underestimating its potential damage can cost you.

“Inflation is often overlooked and represents one of the biggest threats to retirement, alongside an extended bear market and a sudden change in health,” says Matthew Peck, co-founder of SHP Financial in Plymouth, Massachusetts. Inflation, he says, may deliver a one-two punch if retirees are living on a fixed income and the cost of health care outpaces the consumer price index.

 Click here to read full article. 

 

NBC_Boston_logoAugust 28, 2017 - Keith Ellis interviewed on NBC Boston

The devastation left behind by Hurricane Harvey has left many Americans looking for a way to help. SHP Financial Co-Founder Keith Ellis talked with NBC Boston about how to make sure you make the most of your donation. For more information about making charitable donations to Hurricane Harvey Relief funds click here.

WCVB Channel 5 Boston

August 23, 2017 - Derek Gregoire interviewed on WCVB

SHP Financial Co-Founder Derek Gregoire was called upon once again to provide financial tips for lottery winners during this interview with Boston's own ABC affiliate WCVB Channel 5.  WCVB reached out to SHP Financial for comments after the winner of the $700 million dollar Powerball drawing came forward on August 24, 2017.

WCVB Channel 5 Boston

August 22, 2017 - Derek Gregoire interviewed on WCVB

SHP Financial Co-Founder Derek Gregoire gives his take on how to best handle your finances if you win the big Powerball jackpot during this interview with Boston's own ABC affiliate WCVB Channel 5.

US NEWS LOGO

August 18, 2017 - Matthew Peck, CFP® quoted in U.S. News

As stock prices heat up, knowing your investments' underlying fundamentals can help you keep your cool.  In her article "How to Invest in an Overvalued Market" US News Contributor Rebecca Lake interviews SHP Financial Co-Founder and Certified Financial Planner™ Matthew Peck for his take on the topic. Here's an excerpt from the article:

Matthew Peck, a certified financial planner and co-founder of SHP Financial in Plymouth, Massachusetts, says there are many different ways to forecast when an overvalued market is reaching its tipping point. The price-earnings ratio of the Standard and Poor's 500 index is one. Yield curve is another.

The yield curve illustrates bond yield trends over varying maturities. A normal yield curve has higher interest rates for long-term bonds and lower ones for short-term bonds. Peck says that when the yield curve flattens, "that can be a sign that there's a credit crunch and a recession may soon follow."  Click here to read full article. 

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July 17, 2017 - Derek Gregoire Publishes article in Kiplinger

In SHP Financial Co-Founder Derek Gregoire's article "Your Retirement Money Belongs in 3 Different Worlds" published by Kiplinger in July.  In this article, Derek discusses how to make planning simple by dividing your financial life into three parts.  Click here to read the article now.

 

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March 28, 2017 - Matthew Peck, CFP® Publishes article in Kiplinger

SHP Financial Co-Founder and Certified Financial Planer™ Matthew Peck's article "Hold On Tight to Get Through the Bond Market's Bumpy Ride" was published by Kiplinger in March.  In this article, Matt discusses how this short-term pain can lead to long-term gains.  Click here to read the article now.

 

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December 19, 2016 - Keith Ellis Publishes article in Kiplinger

SHP Financial Co-Founder Keith Ellis's article "Why It's Important to Know Whether Your Advisor is a Fiduciary" was published by Kiplinger in December 2016.  In this article, Keith discusses the new Fiduciary Rule and why it's so important to know that the person you trust your finances with is required to act in your best interest.  Click here to read the article now.

 

Boston-Globe

November 9, 2016 - Matthew Peck, CFP® quoted in the Boston Globe

SHP Financial Co-Founder and Certified Financial Planer™ Matthew Peck is quoted by Boston Globe reporter, Sacha Pfeiffer in her November 2017 Article "Anxious Investors seek reassurance over Trump presidency."   Click here to read the article now.

 

Boston-Globe

November 8, 2016 - Matthew Peck, CFP® quoted in the Boston Globe

SHP Financial Co-Founder and Certified Financial Planer™ Matthew Peck is quoted by Boston Globe reporter, Sacha Pfeiffer in her November 2017 Article "Sell It All! Amid Election anxiety, financial advisors calm jittery investors."   Click here to read the article now.

 

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July 11, 2016 - Derek Gregoire Publishes article in Kiplinger

SHP Financial Co-Founder Derek Gregoire's article "Americans Need to Stop Winging it with their Retirements" was published by Kiplinger in July 2016.  In this article, Derek discusses how sound retirement planning is necessity if you want to truly enjoy a great retirement.   Click here to read the article now.

 

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June 27, 2016 - Matthew Peck, CFP® interviewed on WRKO

SHP Financial Co-Founder and Certified Financial Planner™ Matthew Peck discusses the impact of the Brexit Vote on the markets and investors during this interview with Kim Carrigan on Boston-based talk radio station WRKO.