"The idea that a bell rings to signal when investors should get into or out of the market is simply not credible. After nearly 50 years in this business, I do not know of anybody who has done it successfully and consistently."— John Bogle, founder of Vanguard and...
February 2019 Monthly Insight – The Year Ahead
“Come what may, all bad fortune is to be conquered by endurance.” --Virgil, Roman poet, born 70 B.C. We hope your 2019 is off to a rousing start. Whether you reached your personal goals in 2018, faced challenges, or are looking for a 2019 reboot, let’s take a moment...
January 2019 Monthly Insight – General Investing Principles
“You’d be making a terrible mistake if you stay out of a game you think is going to be very good over time because you think you can pick a better time to enter it.” Warren Buffett General Principles It is worth restating, even in the context of a letter primarily...
Thoughts on October 2018 Market Volatility
After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From September 30–October 10, the US market (as measured by the Russell 3000 Index) fell 4.8%, resulting...
September 2018 Monthly Insight: Discipline in the Face of a Record Bull Market
“This is the single greatest challenge long-term investors face: finding new reasons not to sell.” Michael Batnick, Director of Research, Ritholtz Wealth Management On August 22, 2018, the U.S. Stock market celebrated a bull run of 3,453-days. This is the longest...
August 2018 Monthly Insight: Don’t Fear the Yield Curve
“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...
May 2018 Monthly Insight: Perspectives on Market Volatility
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...
Tuning Out The Noise
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...
Quarterly Market Review (QMR) – Q4 2017
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...
January 2018 Monthly Insight: Looking Back at 2017
“We have two classes of forecasters: Those who don't know – and those who don't know they don't know.” --John Kenneth Galbraith Annual Market Review 2017 The year 2017 was eventful, to say the least. President Trump and Congress tried, without success, to repeal the...