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News, Updates, & Resources

Risk Capacity, Risk Tolerance, and New Beginnings

February 2024 "Each sunrise brings a new day filled with new hopes for a new beginning." -- Debasish Mridha, physician, writer, philosopher, and philanthropist   During these early days of the new year, it's natural to contemplate fresh starts and exciting...

Market Opportunities

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...

Covid Confusion

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...

The Importance Of A Financial Plan

By Kim Spencer, CFP®, CDFA® When the unexpected happens, chaos can result. And right now, chaos and change seem to be a part of daily life for all of us due to the ever-evolving coronavirus pandemic. More than ever, preparation and having a plan of action in place...

May 2020 Monthly Insight – Your Reward for Staying Calm

"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...

Q2 Will Be Ugly

Q2 Will Be Ugly From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear Friends, The St. Louis Federal Reserve estimates that the U.S. Gross Domestic Product (GDP), the largest measure of economic activity, could contract at an annualized pace of 50% in the...

Managing The Isolation

Managing The Isolation From Kim Spencer, The Nalls Sherbakoff Group, LLC. Hello from my living room, The Nalls Sherbakoff staff have been working from home for the last month. Halie is the only one in the office, answering calls, and handling all the administrative...

Don’t Let a Recession Faze You

Don’t Let a Recession Faze You from Don Nalls, The Nalls Sherbakoff Group, LLC. Dear friends, Here at the Nalls Sherbakoff Group, we are convinced that there is not one bit of evidence that any investor, prognosticator, pundit or talking head can predict the...

Your Financial Plan & COVID-19

Your Financial Plan and COVID-19 From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, We all vividly recall the global financial crisis of 2008. The economy was quickly contracting, several financial institutions required bailouts, layoffs abounded,...

4 Things To Do In A Volatile Market

With the way things have been going lately, volatile sounds like a massive understatement to describe our current situation. When you’re barraged daily with alarming headlines, it’s normal to start asking questions like, “Am I going to be all right?” and “How will...

Socially Distance Yourself From COVID-19 Scams

Socially Distance Yourself From COVID-19 Scams From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, Whenever there is a natural disaster, there are always people who prey on those who want to help. Today, the disaster is a pandemic. Many are fearful,...