by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 4, 2021 | Monthly Insights, Personal Finance, T. Lee Sherbakoff
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Regardless of whether you purchased your home long ago or have only been there for a few years, downsizing can be an enticing option for many people as they near retirement. There are plenty of reasons to sell and seek out a...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 2, 2021 | Monthly Insights, Personal Finance, T. Lee Sherbakoff, Wealth Management
“With regard to interest rates, we continue to expect that it will be appropriate to maintain the current 0 to ¼ percent target range for the federal funds rate…” — July 28, 2021, Statement by Jerome Powell, Chair of the Federal Reserve of the United States Inflation...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 15, 2021 | Market and Economic Updates, T. Lee Sherbakoff
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® It’s almost hard to believe that the last year and a half was actually our reality. The unexpected entrance of COVID-19 was a rude awakening for all of us, a harsh reminder that we cannot predict the future, nor do we truly have...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 2, 2021 | Monthly Insights, T. Lee Sherbakoff
“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.”— Paul Samuelson, first American to win the Nobel Memorial Prize in Economic Sciences If you walk into a casino and put your money on the...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 10, 2021 | Monthly Insights, Personal Finance, T. Lee Sherbakoff, Wealth Management
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® The American dream of owning a home—complete with a white picket fence—dies hard; after all, it’s that iconic symbol of financial independence. And with record-low inventory, low interest rates, and high demand, (1) the housing...