Investing


By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Days of golfing, checking travel destinations off your bucket list, spending more time with the kids and grandkids, investing in a hobby…are these your retirement dreams? Most of us have at least a general idea of what we want retirement to look like, but before you get caught up in your plans, complete these 10 things within 10 years of retirement to help you finish your working years stronger...

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The Hedge Monster – The Market Roller Coaster From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Last November the magazine Travel and Leisure published “The World’s Tallest, Fastest, Loopiest Roller Coasters.” Regardless of Travel and Leisure’s opinion of theme park roller coasters, there has never been a more thrilling, gut wrenching, and heart pounding roller coaster than the U. S. stock market beginning...

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“Prediction is very difficult, especially if it’s about the future.” — Niels Bohr, Danish physicist, 1922 Nobel Prize in Physics Our job is to help our clients make good long-term decisions with respect to their portfolio allocation, investments, and most cherished financial goals and objectives. Although past performance never guarantees future success, to the extent we have any facts, they come from the past. The future...

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On the Other Hand From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, On one hand, over a nine-week period, there have been 38.6 million first-time claims for unemployment insurance (through May 21). It’s by far the worst number of layoffs we’ve ever seen, and it is disheartening to see. On the other hand, during April, the Dow Jones Industrial Average and the S&P 500 recorded their best monthly gains since 1987. As...

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Market Opportunities From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus while at the same time many cities and states are trying to kick start their local economies, some economists say a recession is inevitable, if one hasn’t already begun. From a markets perspective, we have already experienced a drop in...

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Covid Confusion


Posted By on May 12, 2020

Covid Confusion from Kim Spencer,The Nalls Sherbakoff Group, LLC. Dear Friends, Is anyone confused about what our situation is? The internet and news stories are full of conflicting information. Shelter or not, wear masks or don’t. Where did the virus really come from? Is it naturally occurring or was it created in a lab in China? What are the actual numbers of infections and deaths. How are we to disseminate all the information out...

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