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Why Are Women Under-Confident When It Comes To Managing Their Finances?

Posted by on Thursday, July 30th, 2020 in Business, Investing, Monthly Insights, Personal Finance, Wealth Management | 0 comments

Why Are Women Under-Confident When It Comes To Managing Their Finances?

By Kim Spencer, CFP®, CDFA® I’ve been helping women as a financial advisor for over 30 years. In that time I’ve noticed that many women lack confidence in managing their finances. Though this problem has many causes, there are steps women can take to help gain more confidence and better manage their money.  There is a fundamental difference in how women and men approach money. Often, women have too many goals at the same time and have a hard time prioritizing them. Many women also believe the money they currently have is all they will...

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Timing the Market

Posted by on Thursday, July 30th, 2020 in Investing, Market and Economic Updates, Personal Finance | 0 comments

Timing the Market from Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, It is not uncommon, especially during times of excessive market volatility that some investors feel the temptation to try and “time the market.” Certainly, readers of the Nalls Sherbakoff blog know that market timing is impossible, but as my profession and most of the major brokerage houses attempt to “sell” their ability to do it, investors are often confused. In this video, distributed by Dimensional Fund Investors, Tuck School of Business finance professor Ken...

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Fog Still Obscures The Road Ahead

Posted by on Friday, July 24th, 2020 in Investing, Market and Economic Updates, Personal Finance, Retirement | 0 comments

Fog Still Obscures The Road Ahead From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Aided by massive stimulus and liquidity injections from the Fed, the S&P 500 Index has turned positive for the year. Cautiously upbeat headlines regarding a vaccine have also supported sentiment. Yet, tensions between the U.S. and China are rising, coronavirus infections and coronavirus-related deaths continue to rise, and the coronavirus-inspired fog of uncertainty and fear has yet to lift. Given projections that earnings will begin to...

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The Scandal Of Prediction

Posted by on Monday, July 13th, 2020 in Investing, Market and Economic Updates, Personal Finance | 0 comments

The Scandal Of Prediction

The Scandal Of Prediction From Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, If you are remotely interested in the stock market, chances are your email is filling up with mid-year stock and market forecasts. These are the same prognosticators that misread the impact of Covid-19, the subsequent market sell off, and the stunning recovery in the 2nd Quarter in the first half of 2020. One could reasonably ask, “why do so many investors heed these folks’ recommendations?”A number of years ago I gave a talk to the local Society of...

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The Top 5 Retirement Income Planning Challenges

Posted by on Thursday, July 9th, 2020 in Retirement, Wealth Management | 0 comments

The Top 5 Retirement Income Planning Challenges

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® You’ve spent decades accumulating assets and saving for retirement. But socking money away is only half the battle. Here are the top 5 financial planning challenges you face in retirement—and how you can plan for them today. 1. Feeling Depressed In Retirement Many seniors fail to plan for the psychological transition that occurs when you head into retirement. Studies show that your likelihood of getting clinical depression goes up by 40% after retiring. (1) And if you think about it, it makes sense....

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