Market and Economic Updates


By Lee Sherbakoff, CPA/PFS, CFP®, RICP® It’s almost hard to believe that the last year and a half was actually our reality. The unexpected entrance of COVID-19 was a rude awakening for all of us, a harsh reminder that we cannot predict the future, nor do we truly have much control—over anything. How we work, go to school, and even how we interact with loved ones was turned upside down. The ongoing chaos and confusion led most of us to...

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“The most important thing is to stay the course – not to get shaken out of the market during a difficult time” — John W. Rogers, Jr., investor, philanthropist, and founder of Ariel Capital Management Once in a great while, there comes a year during which the economy and the markets may serve as a tutorial—in effect, a master class in the principles of successful, long-term, goal-focused investing. Two thousand twenty...

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Timing the Market


Posted By on Jul 30, 2020

Timing the Market from Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, It is not uncommon, especially during times of excessive market volatility that some investors feel the temptation to try and “time the market.” Certainly, readers of the Nalls Sherbakoff blog know that market timing is impossible, but as my profession and most of the major brokerage houses attempt to “sell” their ability to do it, investors are often...

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Fog Still Obscures The Road Ahead From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Aided by massive stimulus and liquidity injections from the Fed, the S&P 500 Index has turned positive for the year. Cautiously upbeat headlines regarding a vaccine have also supported sentiment. Yet, tensions between the U.S. and China are rising, coronavirus infections and coronavirus-related deaths continue to rise, and the...

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The Scandal Of Prediction

The Scandal Of Prediction


Posted By on Jul 13, 2020

Don Nalls, CFP®

The Scandal Of Prediction From Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, If you are remotely interested in the stock market, chances are your email is filling up with mid-year stock and market forecasts. These are the same prognosticators that misread the impact of Covid-19, the subsequent market sell off, and the stunning recovery in the 2nd Quarter in the first half of 2020. One could reasonably ask, “why do so many...

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“The intelligent investor is a realist who sells to optimists and buys from pessimists.” — Benjamin Graham, British-born American economist, professor and investor Before we talk about the economy, the markets, COVID-19 pandemic, or economic inequality, we would like to review with you our general principles for helping you reach your most cherished financial goals and objectives. We believe all enduring, successful investing is...

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