Wealth Management


“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...

Read More

“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...

Read More

“Come to the woods, for here is rest. There is no repose like that of the green deep woods. Sleep in forgetfulness of all ill.” -John Muir, advocate for the preservation of wilderness in the U.S. known as the “Father of the National Parks The Economy On July 31, the Federal Reserve reduced the fed funds rate by ¼% to a target rate of 2.00 to 2.25%. It was the first rate cut since the financial crisis. Going forward,...

Read More

“The oldest old—people age 85 or older—constitute the fastest growing segment of the U.S. population… And living to 100 is becoming increasingly commonplace.” – National Institute of Aging, U.S. Department of Health & Human Services A large majority of you, our clients, are retired or within a few years of retirement.  Further, those who are nearing retirement are looking forward to 30+ years of retirement.  In other...

Read More

“It’s tough to make predictions, especially about the future.” ― Yogi Berra, Major League Baseball player, manager, and Baseball Hall of Fame member We’ve all heard it said: “Records are made to be broken.” We celebrate record-breaking winning streaks from our favorite teams. Conversely, we hope to avoid a long string of losses. The bull market that began in 2009 is not the best performing market since WWII. That title still...

Read More

I’ve heard there’s going to be a recession. I’ve decided not to participate. –Walt Disney Defining a recession Henry Wadsworth Longfellow’s poem, “The Midnight Ride of Paul Revere,” retells the story of a patriot who shouts a harrowing warning to his fellow colonists, “A recession is coming! A recession is coming!” Well, that’s not quite the story, but given the seemingly non-ending talk about a recession, you might think that...

Read More