by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 1, 2021 | Monthly Insights, T. Lee Sherbakoff, Uncategorized, Wealth Management
“The American people have a love-hate relationship with inflation. They hate inflation but love everything that causes it.” — William E. Simon, American businessman and philanthropist who served as the 63rd United States Secretary of the Treasury On Friday, we learned...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 1, 2021 | Monthly Insights, T. Lee Sherbakoff, Uncategorized, Wealth Advisors, Wealth Management
“A good summary of investing history is that stocks pay a fortune in the long run but seek punitive damages when you try to be paid sooner.” —Morgan Housel, partner at The Collaborative Fund and former columnist at The Motley Fool and The Wall Street Journal By this...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Apr 29, 2021 | Monthly Insights, Personal Finance, T. Lee Sherbakoff, Wealth Management
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® You’re likely experiencing a range of emotions regarding your newly acquired inheritance. Losing a loved one is painful, but inheriting money can be a blessing. An inheritance can improve your financial situation and bring peace...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Apr 1, 2021 | Monthly Insights, Personal Finance, T. Lee Sherbakoff, Wealth Management
“Optimism is essential to achievement and it is also the foundation of courage and true progress.”- Nicholas M. Butler, American philosopher, diplomat, and educator. Technically, the economy is still in a recession. The contraction started in March 2020 just after the...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 31, 2021 | Investing, Monthly Insights, Personal Finance, Retirement, T. Lee Sherbakoff, Wealth Management
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® We all dream of a fulfilling retirement, but that dream doesn’t become a reality without years of diligent planning and saving. And there’s no better retirement savings vehicle than a 401(k), into which I’m sure you’ve been...