by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 15, 2016 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance
Like many of you, Don and I and our families had a wonderful time celebrating the Fourth of July holiday weekend. When I was growing up, the Fourth seemed mostly about barbeques, friends, hanging out at the pool, and fireworks. It was also always the end-of-season...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 11, 2016 | Investing, Personal Finance, Wealth Management
In 1981, the Nobel Prize-winning economist Robert Shiller published a groundbreaking study that contradicted a prevailing theory that markets are always efficient. If they were, stock prices would generally mirror the growth in earnings and dividends. Shiller’s...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 17, 2016 | Investing, Personal Finance, Wealth Management
Market volatility is alive and well in 2016. Low oil prices, China’s slowing growth, the prospect of rising interest rates, the strong U.S. dollar, global conflicts–all of these factors have contributed to turbulent markets this year. Many investors may be...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 15, 2016 | Investing, Market and Economic Updates, Monthly Insights
On Friday, June 24, the day after the United Kingdom voted to leave the European Union, we sent out a client update via email. The theme of our alert was that the “leave” vote took world-wide investors by surprise and investors don’t like...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 15, 2016 | Investing, Market and Economic Updates, Monthly Insights
When people talk about “the market,” exactly what are they talking about? More than likely, they are talking about one of two indexes that are widely reported in mainstream media, financial networks, and many daily publications. These two indexes are the...