Monthly Insights


“The only thing you sometimes have control over is your perspective. You don’t have control over your situation. But you have a choice about how you view it.“ – Chris Pine, American actor As February began, investors were keeping a cautious eye on the coronavirus spreading in China. While there were isolated outbreaks around the globe, they were just that—isolated. That changed dramatically when headlines...

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“Don’t underestimate the value of doing nothing” —A. A. Milne, an English author, best known for his books about the teddy bear Winnie-the-Pooh We hope all is well with you so far in the New Year. You have likely heard us plead the case that we must embrace volatility if we are going to invest in the stock market. The fact that markets swing suddenly at times is why they allow for higher returns than the low, steady rates you...

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“I am prepared for the worst, but hope for the best.” – Benjamin Disraeli, British statesman and novelist On May 23, 2019, the U.S. House of Representatives, in a near-unanimous vote of 417-3, passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act.  The SECURE Act contained significant changes to retirement accounts, required minimum distributions (RMD), and inherited IRAs. A few days later, on June...

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“It was impossible to get a conversation going, everybody was talking too much.“ —Yogi Berra, Major League Baseball player, manager and Baseball Hall of Fame member You’ve heard it said before—never discuss religion and politics. It’s easy to understand why. Some folks hold very strong opinions, and it’s easy to get swept up into an unwinnable argument. Interestingly enough, though, politics and religion aren’t considered...

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“Stay in your seat come times of trouble. It’s only people who jump off the roller coaster who get hurt.” – Paul Harvey, American radio broadcaster for the ABC Radio Networks Over the last five years you have received our Monthly Insight letter.  The purpose of this communique is to explain investment principles, educate the reader on how The Nalls Sherbakoff Group views investing and the market, and illuminate you on investor...

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“Markets typically like gridlock in D.C.” –Joseph Song, U.S. economist at Bank of America Merrill Lynch Headlines On September 24, Speaker of the U.S. House of Representatives, Nancy Pelosi, officially called for an impeachment inquiry into President Trump. Although recent economic indicators have stoked fear of a weakening U.S. economy, it appears that investors aren’t worried the impeachment inquiry against President...

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