by T. Lee Sherbakoff, CPA/PFS, CFP® | Feb 15, 2017 | Investing, Monthly Insights, Retirement
“The greatest shortcoming of the human race is the inability to understand the exponential function.” – Dr. Albert Bartlett Do you understand the theory of exponential growth and its relationship to investing? Could you teach the concepts to a middle school...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jan 17, 2017 | Investing, Personal Finance, Retirement
You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets so that your retirement savings will last. Read the full...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jan 15, 2017 | Investing, Market and Economic Updates, Monthly Insights
“A year from now, you’re gonna weigh more or less than what you do right now.” -Phil “Dr. Phil” McGraw The year in review The corollary to Dr. Phil’s quote above is, “A year from now the market will be more or less than it is now.” No one knows where 2017 will...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Dec 15, 2016 | Investing, Monthly Insights, Personal Finance, Retirement
Let our advance worrying become advance thinking and planning. — Winston Churchill We are excited to announce that our new website is up and running! Please go to www.nallssherbakoff.com for a look at our completely updated site. We’d love for you to peruse the new...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Nov 15, 2016 | Investing, Market and Economic Updates, Monthly Insights, Retirement
When people think of investing most think of the stocks of companies in the Dow Jones Industrial Average or the S&P 500. However, almost all our clients’ accounts have bonds too as part of a well-diversified portfolio. Bonds (Fixed Income) are debt...