Monthly Insights


“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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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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“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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“The world is ruled by letting things take their course.” – Lau-Tzu, ancient Chinese philosopher and writer “This time it’s different,” someone once said while panicking out of the market in a time of crisis. At some level, investors know markets go up and markets draw down, just as the economy expands and the economy contracts. However, when people let their fear and uncertainty overwhelm them as they watch, in near real...

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“Fear incites human action far more urgently than does the impressive weight of historical evidence.” -Jeremy Siegel, Professor of Finance at the Wharton School of the University of Pennsylvania Everyone here at The Nalls Sherbakoff Group, LLC, has our clients in our thoughts and prayers as we all deal with the COVID-19 pandemic. I know we’re all doing our best to arrest the exponential growth in the number of confirmed cases. ...

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“The only thing you sometimes have control over is your perspective. You don’t have control over your situation. But you have a choice about how you view it.“ – Chris Pine, American actor As February began, investors were keeping a cautious eye on the coronavirus spreading in China. While there were isolated outbreaks around the globe, they were just that—isolated. That changed dramatically when headlines...

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