Advertisement
Matthew C. Peck, CFP®, Certified Investment Management Analyst
Co-Founder, SHP Financial

Matthew C. Peck has his Certified Financial Planner and Certified Investment Management Analyst certifications and is the co-founder of SHP Financial. He is insurance licensed and has passed the Series 65 exam. Peck is the author of Mind the Gap: The Cracks in the American Retirement System and is the co-host of the Retirement Road Map radio show. He earned dual bachelors degrees in history and English at the University of Connecticut in 2001, and he earned Boston University's Certificate of Financial Planning in 2015.

Phone: 866-746-2401 E-mail: ask@shpfinancial.com Website: www.shpfinancial.com

Is Your Adviser Using Fintech To Better Serve You, or a Larger Roster of Clients?
retirement

Is Your Adviser Using Fintech To Better Serve You, or a Larger Roster of Clients?

Smart use of technology can free up your adviser to do more for you. From enhanced communication to personalized updates and coaching, be sure to get …
April 14, 2020
Use the Right Tools to Build a Portfolio Made to Withstand Modern Worries
retirement

Use the Right Tools to Build a Portfolio Made to Withstand Modern Worries

Tools like Riskalyze and Monte Carlo simulations can help ensure your portfolio meets your investment goals while still allowing you to get a good nig…
October 17, 2019
Taxes Are on Sale: Here’s How to Take Advantage
Big Sale, Suit Shop, Fashion Shop, Small Business, Closed Shop
taxes

Taxes Are on Sale: Here’s How to Take Advantage

If you’ve got money sitting in pre-tax investments like a traditional IRA or 401(k), you may want to pay the tax bill that comes with them sooner rath…
August 3, 2018
Hold On Tight to Get Through the Bond Market’s Bumpy Ride
retirement

Hold On Tight to Get Through the Bond Market’s Bumpy Ride

We’re going through a rough patch for conservative investors, but short-term pain can lead to long-term gains.
March 17, 2017
Advertisement