Our 2021 Midyear Market Update

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...

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January 2021 Monthly Insight – Two Lessons Learned

"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...

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Timing the Market

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...

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Fog Still Obscures The Road Ahead

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...

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The Scandal Of Prediction

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...

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The Hedge Monster

The Hedge Monster - The Market Roller Coaster From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Last November the magazine Travel and Leisure published “The World’s Tallest, Fastest, Loopiest Roller Coasters.” Regardless of Travel and Leisure’s...

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On the Other Hand

On the Other Hand From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, On one hand, over a nine-week period, there have been 38.6 million first-time claims for unemployment insurance (through May 21). It’s by far the worst number of layoffs we’ve ever...

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Market Opportunities

Market Opportunities From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus while at the same time many cities and states are trying to kick...

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Covid Confusion

Covid Confusion from Kim Spencer,The Nalls Sherbakoff Group, LLC. Dear Friends, Is anyone confused about what our situation is? The internet and news stories are full of conflicting information. Shelter or not, wear masks or don’t. Where did the virus really come...

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