Wealth Advisors


By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Finding a financial advisor to guide you through your financial journey is an important step to reaching your financial goals. In your research for the right advisor for you, you may have come across the term “fee-only.” This term is usually used to describe registered investment advisors (RIAs) who provide services and planning that, by law, can only be in your best interest. But what does...

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“Lord, what fools these mortals be!” –Puck, A Midsummer Night’s Dream As a young investment advisor, I got my first taste of what psychologist’s call, very appropriately, Fear Of Missing Out, (FOMO) with the Beanie Babies craze.  In 1995 a new and novel tool, the internet, became widely available to Americans.  This new technology, which encourages and fosters crowd behavior, no matter how irrational, created the first internet...

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“A good summary of investing history is that stocks pay a fortune in the long run but seek punitive damages when you try to be paid sooner.” —Morgan Housel, partner at The Collaborative Fund and former columnist at The Motley Fool and The Wall Street Journal By this time last year, the World Health Organization had declared Covid-19 was a worldwide pandemic. In the U.S., stringent measures were implemented to slow the spread of...

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By Lee Sherbakoff, CPA/PFS, CFP®, RICP® It’s been a wild ride, but we have finally arrived at the holidays. Our team at The Nalls Sherbakoff Group would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season, your treasured traditions, and pretty much everything about this time of year may look different in 2020, but we believe there is still cause to celebrate.  Look for...

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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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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 officially turned into a bear market, down over 20% from the February 19th all-time high. But what does that mean? And are we on the verge of another recession like the one we...

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