Retirement


Managing The Isolation From Kim Spencer, The Nalls Sherbakoff Group, LLC. Hello from my living room, The Nalls Sherbakoff staff have been working from home for the last month. Halie is the only one in the office, answering calls, and handling all the administrative tasks we need her to do. She’s lonely in the office by herself. I’m the only one on staff without family living with me and I’m not lonely.  A lot of how we as...

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Your Financial Plan and COVID-19 From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, We all vividly recall the global financial crisis of 2008. The economy was quickly contracting, several financial institutions required bailouts, layoffs abounded, and the stock market plunged.  But we weren’t grappling with fear tied to a health crisis then. We could go to a movie, eat at a restaurant, travel, or enjoy...

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Socially Distance Yourself From COVID-19 Scams From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, Whenever there is a natural disaster, there are always people who prey on those who want to help. Today, the disaster is a pandemic. Many are fearful, many are scared. It makes us especially vulnerable. The FTC has warned Americans to beware of the potential scams that are proliferating. Here are some precautions to take...

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COVID-19 Notice


Posted By on Mar 16, 2020

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 help support our fellow citizens and government we have instituted the Center for Disease Control’s guidelines for dealing the COVID- 19 virus epidemic. Our top priorities...

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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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“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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