SHP Financial

SHP Financial

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06/17/2026

The Hidden Cost of Trying to Time the Market

Market volatility can cause investors to make emotional decisions at exactly the wrong time.

In this clip, SHP Financial’s Keith Ellis and Mark Kenney break down how a properly structured retirement plan can help investors stay focused during market downturns. Learn how the bucket strategy works, why maintaining liquidity matters, and how long-term investors can avoid costly mistakes during periods of uncertainty.



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06/15/2026

Partner Derek Gregoire hit the golf course with some of our clients last week. It was a beautiful day!

Photos from SHP Financial's post 06/12/2026

We recently hosted a Retirement Planning Workshop at Alden Park in Plymouth, where we had the pleasure of teaming up with Attorney Keith McManus of McManus Estate Planning. Together, we shared valuable insights to help our guests feel more informed and confident about their financial and estate planning futures. Thank you to everyone who joined us!

06/11/2026

The Biggest Investing Mistake People Make in Down Markets

Most investors think market volatility is the biggest threat to their portfolio. But SHP Financial’s Mark Kenney explains why the real danger is often emotional decision-making.

In this clip, Mark breaks down how cognitive biases influence investing behavior, why investors frequently underperform the market by reacting at the wrong time, and how Warren Buffett's famous "voting machine vs. weighing machine" analogy can help investors stay focused on their long-term plan.



https://hubs.la/Q04kDbW_0

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225 Water Street, Bldg C, Suite C210
Plymouth, MA
02360

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm