Panic 2020 – March 10th, 2020

Panic 2020 From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, Yesterday – March 9 – was the eleventh anniversary of the climax of global panic that marked the bottom of the Global Financial Crisis bear market of 2007-09. On March 9, 2009, the S&P...

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February 2020 Monthly Insight – Embracing Volatility

“Don't underestimate the value of doing nothing” —A. A. Milne, an English author, best known for his books about the teddy bear Winnie-the-Pooh We hope all is well with you so far in the New Year. You have likely heard us plead the case that we must embrace volatility...

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What I Do And How I Can Help

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® We all have dreams, but those dreams usually cost money, especially when it comes to retirement. It’s all well and good to picture yourself leisurely walking the beaches along Florida’s Gold Coast or funding an inheritance for...

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December 2019 Monthly Insight – Money Talk With The Family

"It was impossible to get a conversation going, everybody was talking too much." —Yogi Berra, Major League Baseball player, manager and Baseball Hall of Fame member You’ve heard it said before—never discuss religion and politics. It’s easy to understand why. Some...

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November 2019 Monthly Insight – Volatility Can Be Spooky

“Stay in your seat come times of trouble. It’s only people who jump off the roller coaster who get hurt.” – Paul Harvey, American radio broadcaster for the ABC Radio Networks Over the last five years you have received our Monthly Insight letter.  The purpose of...

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September 2019 Monthly Insight – Economic Trees

"Come to the woods, for here is rest. There is no repose like that of the green deep woods. Sleep in forgetfulness of all ill." -John Muir, advocate for the preservation of wilderness in the U.S. known as the “Father of the National Parks The Economy On July 31, the...

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