“A flat yield curve, or even an inverted one, should not be on top of our worry list under today’s accommodative monetary conditions," --Burton Malkiel, Princeton professor of economics and author of "A Random Walk Down Wall Street", July 31, 2018 Recently you have...
Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. Click the thumbnail below to read the full article.
Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always. Click the thumbnail below to read the full article.
I don't focus on what I'm up against. I focus on my goals and I try to ignore the rest. -Venus Williams, American professional tennis player, 2nd in all-time rankings Last year, stocks marched higher with only minor pullbacks. The largest decline from peak-to-trough...
At the Nalls Sherbakoff Group, we believe the right financial advisor plays a vital role in keeping investors focused on what really matters. More specifically, our goal is to help you understand what you can control while providing the expertise, perspective, and...
A friend recently asked me whether she should open a Roth IRA or a Traditional IRA. In case these terms are unfamiliar to you, IRA stands for Individual Retirement Account—as opposed to a group or company-sponsored type such as a 401(k)—and comes in two main forms:...
We are so excited to present to you our Quarterly Market Review for Q4 2017. In this comprehensive PDF, you'll find valuable information on market performance during the quarter across various domestic and global asset classes, as well as an in-depth discussion of...
Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, finding needed documents during tax season, providing proof of payment, disputing credit...
Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair. --Sam Ewing, former professional baseball player and All-American at The University of Tennessee On Wednesday, November 9, Janet Yellen gave...
“Don't tax you, don’t tax me, tax that man behind the tree.” —Louisiana Senator Russell Long; former chair of the Senate Finance Committee (1966 to 1981) Tax reform The House Ways and Means Committee released H. R. 1, The Tax Cuts and Jobs Act, on Thursday, November...