Company News


Managing The Isolation From Kim Spencer, The Nalls Sherbakoff Group, LLC. Hello from my living room, The Nalls Sherbakoff staff have been working from home for the last month. Halie is the only one in the office, answering calls, and handling all the administrative tasks we need her to do. She’s lonely in the office by herself. I’m the only one on staff without family living with me and I’m not lonely.  A lot of how we as...

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Volatility and Expectations From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, Fear and uncertainty linked to the COVID 19 pandemic have created mayhem in the stock market. As an investor, it’s easy to lose perspective and allow your worst instincts and emotions to overwhelm you. To gain some perspective, let’s look at what the evidence shows. Let’s start by looking at drawdown—the peak-to-trough decline. The market...

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The Market’s Response to Epidemics from Don Nalls, The Nalls Sherbakoff Group, LLC. Dear friends, As a fiduciary, fee-only firm, the Nalls Sherbakoff Group believes that accurate, timely information is the best antidote for fear. Thanks to our partnership with Dimensional Fund Advisors and their excellent research team, we have this new chart than shows the market’s response to every epidemic  since 1994. These epidemics...

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COVID-19 Notice


Posted By on Mar 16, 2020

COVID-19 Notice From Don Nalls, The Nalls Sherbakoff Group, LLC. Dear friends, As our clients know, The Nalls Sherbakoff Group, LLC, has over 60 years of service to our country.  We are retired military officers, but we continue to be patriotic Americans, so to help support our fellow citizens and government we have instituted the Center for Disease Control’s guidelines for dealing the COVID- 19 virus epidemic. Our top priorities...

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“Most Americans understand that annual health care costs have been growing faster than inflation for some time.” – Planning for Health Care Costs in Retirement, Vanguard Research, June 2018 5 Steps to Reducing Health Care Costs in Retirement Health care costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. That’s why planning for health care costs is one of the most...

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Every year, the Nalls Sherbakoff Group is proud to sponsor the Shoot for Scouting Sporting Clays fundraiser to help at-risk youth, put on by the Great Smoky Mountain Council of the Boy Scouts of America. At-risk youths are young people who are economically disadvantaged, live in single or no-parent homes, and or are growing up in hostile environments such as crime or drug infested neighborhoods.  These youth would not have a Scouting...

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