Posts by The Nalls Sherbakoff Group, LLC


By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Finding a financial advisor to guide you through your financial journey is an important step to reaching your financial goals. In your research for the right advisor for you, you may have come across the term “fee-only.” This term is usually used to describe registered investment advisors (RIAs) who provide services and planning that, by law, can only be in your best interest. But what does...

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“Shock is still fun. I won’t ever shut the door on it.” – Nicolas Kim Coppola, known professionally as Nicolas Cage, American actor and filmmaker The Fed Gears Up for Shock and Awe Perhaps Nicolas Cage finds shock fun, but, since the beginning of the year, investors have likely felt otherwise as the markets have been shocked by persistently high inflation and the question of how the Federal Reserve might...

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“Not all of us can do great things.  But we can do small things with great love.” Mother Teresa – Catholic Saint For many people, it is difficult to think about the possibility of needing long-term care.  According to a recent study by the U.S. Department of Health, someone turning age 65 today has almost a 70% chance of needing some type of long-term care services in their remaining years.  When it comes to planning a safe and secure...

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By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® From rampant inflation to ongoing supply chain issues and rising interest rates, it’s not a surprise that the majority of Americans fear the possibility of a recession in 2022. (1) But before panic sets in, remember we’ve had recessions before and we’ll have them again. What’s important is to take what we’ve learned from the market crash of 2007/2008 and apply these lessons to our current...

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“I take the market-efficiency hypothesis to be the simple statement that security prices fully reflect all available information.” Eugene F. Fama – University of Chicago Economist and Nobel laureate Ukraine Invasion On the evening of February 24, 2022, the world watched as Russia invaded its neighboring country, Ukraine.  The invasion, considered the largest conventional military attack in Europe since World War II, has...

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