Thoughts on October 2018 Market Volatility

After a period of relative calm in the markets, in recent days the increase in volatility in the stock market has resulted in renewed anxiety for many investors. From September 30–October 10, the US market (as measured by the Russell 3000 Index) fell 4.8%, resulting...

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Get Ready for 7 Serious Life Transitions Ahead

Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. Click the thumbnail below to read the full article.

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Developing a Realizable Vision for Retirement

Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass all your expectations. When most people think of retirement, they imagine leaving a job they’re...

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Tuning Out The Noise

At the Nalls Sherbakoff Group, we believe the right financial advisor plays a vital role in keeping investors focused on what really matters. More specifically, our goal is to help you understand what you can control while providing the expertise, perspective, and...

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Four Reasons to Love Your Roth IRA

A friend recently asked me whether she should open a Roth IRA or a Traditional IRA. In case these terms are unfamiliar to you, IRA stands for Individual Retirement Account—as opposed to a group or company-sponsored type such as a 401(k)—and comes in two main forms:...

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