Monthly Insights


By Lee Sherbakoff, CPA/PFS, CFP®, RICP®  The moment has arrived for us to finally leave 2020 behind. In addition to a global pandemic, the world experienced a number of other extraordinary events in 2020. Wildfires ravaged the globe from Australia to North America. Saturn and Jupiter aligned to create an iconic “Christmas Star” in December. And murder hornets somehow made their way from Asia to the United States. With all that...

Read More

“The most important thing is to stay the course – not to get shaken out of the market during a difficult time” — John W. Rogers, Jr., investor, philanthropist, and founder of Ariel Capital Management Once in a great while, there comes a year during which the economy and the markets may serve as a tutorial—in effect, a master class in the principles of successful, long-term, goal-focused investing. Two thousand twenty...

Read More

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® It’s been a wild ride, but we have finally arrived at the holidays. Our team at The Nalls Sherbakoff Group would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season, your treasured traditions, and pretty much everything about this time of year may look different in 2020, but we believe there is still cause to celebrate.  Look for...

Read More

“I cannot tell you anything that, in a few minutes, will tell you how to be rich.  But I can tell you how to feel rich—which is far better, let me tell you firsthand, than being rich.  Be grateful.” –Ben Stein, actor and investment commentator Last week, The Nalls Sherbakoff Group was closed on Thursday and Friday so we could gather with our families on what we like to call “Be Grateful Day.” We are grateful for the many...

Read More

“Courage is doing what you are afraid to do. There can be no courage unless you are scared.” — Eddie Rickenbacker, American fighter ace in World War I and a Medal of Honor recipient By now we have all come to expect the unexpected. But even with everything that has been thrown at us this year, we still don’t like unpredictability, especially when it comes to our money and investments. Because one of the major effects of the...

Read More

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® There are a lot of things you don’t want to gamble with in life, like your retirement savings, how you raise your kids, or your health. Unfortunately, many Americans take one particular risk with their health, possibly without even realizing it, and that’s neglecting to make a long-term care plan. (1) Since 70% of people will need some form of long-term care during their lifetimes, it’s critical...

Read More