Investing


By Lee Sherbakoff, CPA/PFS, CFP®, RICP® As a financial advisor, one of my responsibilities is to help prevent my clients from making financial mistakes that could derail their retirement plans. Every client’s situation is unique, but having worked in this industry for many years, I’ve come to see three common mistakes most pre- and post-retirees make.  I want to share these common mistakes with you today, so you can protect your...

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By Kim Spencer, CFP®, CDFA® I’ve been helping women as a financial advisor for over 30 years. In that time I’ve noticed that many women lack confidence in managing their finances. Though this problem has many causes, there are steps women can take to help gain more confidence and better manage their money.  There is a fundamental difference in how women and men approach money. Often, women have too many goals at the same time and...

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Timing the Market


Posted By on Jul 30, 2020

Timing the Market from Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, It is not uncommon, especially during times of excessive market volatility that some investors feel the temptation to try and “time the market.” Certainly, readers of the Nalls Sherbakoff blog know that market timing is impossible, but as my profession and most of the major brokerage houses attempt to “sell” their ability to do it, investors are often...

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Fog Still Obscures The Road Ahead From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Aided by massive stimulus and liquidity injections from the Fed, the S&P 500 Index has turned positive for the year. Cautiously upbeat headlines regarding a vaccine have also supported sentiment. Yet, tensions between the U.S. and China are rising, coronavirus infections and coronavirus-related deaths continue to rise, and the...

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The Scandal Of Prediction

The Scandal Of Prediction


Posted By on Jul 13, 2020

Don Nalls, CFP®

The Scandal Of Prediction From Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, If you are remotely interested in the stock market, chances are your email is filling up with mid-year stock and market forecasts. These are the same prognosticators that misread the impact of Covid-19, the subsequent market sell off, and the stunning recovery in the 2nd Quarter in the first half of 2020. One could reasonably ask, “why do so many...

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“The intelligent investor is a realist who sells to optimists and buys from pessimists.” — Benjamin Graham, British-born American economist, professor and investor Before we talk about the economy, the markets, COVID-19 pandemic, or economic inequality, we would like to review with you our general principles for helping you reach your most cherished financial goals and objectives. We believe all enduring, successful investing is...

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