News, Updates, & Resources
The 3 Biggest Financial Mistakes I See
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® As a financial advisor, one of my responsibilities is to help prevent my clients from making financial mistakes that could derail their retirement plans. Every client’s situation is unique, but having worked in this industry...
September 2020 Monthly Insight — A Lack of Foreknowledge
“We really can't forecast all that well, and yet we pretend that we can, but we really can't.” --Alan Greenspan, Former Chair of the Federal Reserve of the United States “Weather forecast for tonight: dark.” --George Carlin, American comedian Imagine yourself at...
Examining The Roth IRA
Examining The Roth IRA From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC Dear Friends, There are many vehicles to choose from as you travel the road to retirement. One of the more advantageous means you may utilize to build a nest egg is the Roth IRA. A Roth IRA...
Earlier-Than-Planned Retirements
Earlier-Than-Planned Retirements From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC Dear friends, Last week another 1.2 million individuals submitted an initial claim for unemployment insurance benefits. That put over 16 million people out of work and...
August 2020 Monthly Insight — Pace of Recovery
“The pace of recovery looks like it has slowed.” —Jerome Powell, Chairman of the Federal Reserve, July 29, 2020 Last month’s Monthly Insight spoke briefly to our strategic general principals about the markets and investing. That short introduction was followed...
Why Are Women Under-Confident When It Comes To Managing Their Finances?
By Kim Spencer, CFP®, CDFA® I’ve been helping women as a financial advisor for over 30 years. In that time I’ve noticed that many women lack confidence in managing their finances. Though this problem has many causes, there are steps women can take to help gain more...
Timing the Market
Timing the Market from Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, It is not uncommon, especially during times of excessive market volatility that some investors feel the temptation to try and “time the market.” Certainly, readers of the Nalls...
Fog Still Obscures The Road Ahead
Fog Still Obscures The Road Ahead From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Aided by massive stimulus and liquidity injections from the Fed, the S&P 500 Index has turned positive for the year. Cautiously upbeat headlines regarding a...
The Scandal Of Prediction
The Scandal Of Prediction From Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, If you are remotely interested in the stock market, chances are your email is filling up with mid-year stock and market forecasts. These are the same prognosticators that...
The Top 5 Retirement Income Planning Challenges
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® You’ve spent decades accumulating assets and saving for retirement. But socking money away is only half the battle. Here are the top 5 financial planning challenges you face in retirement—and how you can plan for them today....