COVID-19 Notice

COVID-19 Notice From Don Nalls, The Nalls Sherbakoff Group, LLC. Dear friends, As our clients know, The Nalls Sherbakoff Group, LLC, has over 60 years of service to our country.  We are retired military officers, but we continue to be patriotic Americans, so to...

read more

What You Need To Know About Recessions And Bear Markets

On Thursday, the S&P 500 dropped 9.5%, or 260.74 points, in its largest percentage decline since the Black Monday crash of October 19, 1987. As markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market...

read more

Panic 2020 – March 10th, 2020

Panic 2020 From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, Yesterday – March 9 – was the eleventh anniversary of the climax of global panic that marked the bottom of the Global Financial Crisis bear market of 2007-09. On March 9, 2009, the S&P...

read more

What I Do And How I Can Help

By Kim Spencer, CFP®, CDFA® Even though women make up almost 47% of the workforce these days, (1) they face financial challenges not often faced by men. Women typically earn 85 cents of every dollar earned by men, (2) and they usually spend fewer years in the...

read more

Coronavirus Cogitation — February 5th, 2020

Coronavirus Contagion from Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, On Friday, January 17 – after a spectacular 40% run-up that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed at 3,329.62. Two weeks later...

read more

February 2020 Monthly Insight – Embracing Volatility

“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...

read more

What I Do And How I Can Help

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® We all have dreams, but those dreams usually cost money, especially when it comes to retirement. It’s all well and good to picture yourself leisurely walking the beaches along Florida’s Gold Coast or funding an inheritance for...

read more

January 2020 Monthly Insight – Securing the SECURE Act

“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)...

read more

December 2019 Monthly Insight – Money Talk With The Family

"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...

read more

November 2019 Monthly Insight – Volatility Can Be Spooky

“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...

read more