Our Thoughts

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What I Do And How I Can Help

Posted by on Wednesday, January 15th, 2020 in Investing, Personal Finance, Wealth Management | 0 comments

What I Do And How I Can Help

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® We all have dreams, but those dreams usually cost money, especially when it comes to retirement. It’s all well and good to picture yourself leisurely walking the beaches along Florida’s Gold Coast or funding an inheritance for your children and grandchildren, or even just enjoying a quiet and fulfilled retirement without financial worries, but it’s quite another thing to create a customized, strategic plan to make your dreams a reality.  If your blood pressure is already going up or you’re beginning to...

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January 2020 Monthly Insight – Securing the SECURE Act

Posted by on Wednesday, January 1st, 2020 in Estate Planning, Monthly Insights, Personal Finance, Retirement, Wealth Management | 0 comments

“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 3, 2019, the House submitted the legislation to the Senate, where it languished until December 19, when the...

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December 2019 Monthly Insight – Money Talk With The Family

Posted by on Sunday, December 1st, 2019 in Estate Planning, Investing, Monthly Insights, Personal Finance, Wealth Management | 0 comments

“It was impossible to get a conversation going, everybody was talking too much.“ —Yogi Berra, Major League Baseball player, manager and Baseball Hall of Fame member You’ve heard it said before—never discuss religion and politics. It’s easy to understand why. Some folks hold very strong opinions, and it’s easy to get swept up into an unwinnable argument. Interestingly enough, though, politics and religion aren’t considered the most difficult subjects to tackle.  According to a 2014 study, personal finances (44%) ranked ahead...

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November 2019 Monthly Insight – Volatility Can Be Spooky

Posted by on Friday, November 1st, 2019 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Retirement, Wealth Management | 0 comments

“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 behaviors—specifically, on those cognitive biases that lead investors to make inappropriate decisions at...

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October 2019 Monthly Insight – The Economy Amidst Political Drama

Posted by on Tuesday, October 1st, 2019 in Investing, Market and Economic Updates, Monthly Insights, Wealth Management | 0 comments

“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 Donald Trump will tank markets. Political drama seldom alters economic fundamentals. But it can influence...

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