Monthly Insights

"Ideas shape the course of history." -John Maynard Keynes


July 2020 Monthly Insight – Long-term Investing Is Not Reactionary

Posted by on Wednesday, July 1st, 2020 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Uncategorized, Wealth Management | 0 comments

“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 essentially goal-focused and planning-driven. We also believe all failed investing is market-focused and...

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10 Things To Do Within 10 Years Of Retirement

Posted by on Friday, June 12th, 2020 in Investing, Monthly Insights, Personal Finance, Retirement, Wealth Management | 0 comments

10 Things To Do Within 10 Years Of Retirement

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 than you started!  1. Run The Numbers When it comes to your retirement savings, there are countless...

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June 2020 Monthly Insight — Predict No, Plan Yes.

Posted by on Monday, June 1st, 2020 in Investing, Monthly Insights, Personal Finance, Wealth Management | 0 comments

“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 of investing is totally unknowable, yet the decisions we make today will play out in the future. To take a...

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May 2020 Monthly Insight – Your Reward for Staying Calm

Posted by on Friday, May 1st, 2020 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Retirement, Wealth Management | 0 comments

“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 time, the value of their portfolio shrink, they are certain the bear market is different this time and they...

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April 2020 Monthly Insight – COVID-19 and Market Uncertainty

Posted by on Wednesday, April 1st, 2020 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Wealth Management | 0 comments

“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.  The social distancing and “safer-at-home” initiatives no doubt will affect the overall U.S. economy and,...

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