by The Nalls Sherbakoff Group, LLC | Jan 4, 2022 | Monthly Insights
“The individual investor should act consistently as an investor and not as a speculator.”Benjamin Graham – American Economist The year 2021 was a wild one in many respects, but the U.S. stock market pushed higher and delivered a solid performance. The Standard...
by The Nalls Sherbakoff Group, LLC | Dec 27, 2021 | Monthly Insights
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® It’s no secret that for many Americans, Medicare is a significant part of their healthcare plan in retirement. Through taxes assessed on earned income, Medicare earned about $900 billion in 2020 and paid benefits to over 60...
by The Nalls Sherbakoff Group, LLC | Dec 1, 2021 | Estate Planning, Monthly Insights
“Planning is bringing the future into the present so that you can do something about it now.”Alan Lakein – American author When many people hear the term “estate planning” they think it only applies to those who own mansions, extensive real estate holdings, and large...
by The Nalls Sherbakoff Group, LLC | Nov 29, 2021 | Market and Economic Updates, Monthly Insights, Personal Finance
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® It’s no secret that inflation is wreaking havoc on Americans’ spending right now. Commentators and analysts have been busy discussing the dramatic rise of inflation and whether it is “persistent” or “transitory.” What may have...
by The Nalls Sherbakoff Group, LLC | Nov 5, 2021 | Monthly Insights
“What can be added to the happiness of a man who is in health, out of debt, and has a clear conscience?” – Adam Smith, Scottish economist, philosopher, pioneer of political economy For many people, owning a home is an essential part of the American dream,...
