by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 15, 2016 | Investing, Personal Finance, Retirement, Wealth Management
In the financial world, there are a lot of rules about what you should be doing. In theory, they sound reasonable. But in practice, it may not be easy, or even possible, to follow them. Let’s look at some common financial maxims and why it can be hard to...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 15, 2016 | Investing, Market and Economic Updates, Monthly Insights
This month’s monthly insight features a special edition story by Nick Murray, who is in his 50th year in the profession of financial advice and is one of the industry’s premier speakers and the author of eleven books. Nick was the 2007 recipient of the...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Apr 15, 2016 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance
Recently, the focus for investors has been all over the map. This is not an all-inclusive list but it adds up to a whole host of worries investors are grappling with in the short term: Oil prices Corporate earnings The global economy China’s economy...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 15, 2016 | Investing, Monthly Insights, Personal Finance
Warren Buffett, chairman and CEO of Berkshire Hathaway, is one of America’s great investors—arguably, the greatest ever. Over the last 50 years, Buffett (now 85) and his partner Charlie Munger (91) have executed one of the greatest allocations of capital in history....
by T. Lee Sherbakoff, CPA/PFS, CFP® | Feb 15, 2016 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance
“As January goes, so goes the year.” At least that is the case according the old adage made popular by the Stock Trader’s Almanac. This phenomenon is also known as the “January Barometer.” It simply means that January’s market’s performance, as...