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Volatility and Expectations

Posted by on Wednesday, March 25th, 2020 in Company News, Investing, Market and Economic Updates, Tax Planning, Wealth Management | 0 comments

Volatility and Expectations From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, Fear and uncertainty linked to the COVID 19 pandemic have created mayhem in the stock market. As an investor, it’s easy to lose perspective and allow your worst instincts and emotions to overwhelm you. To gain some perspective, let’s look at what the evidence shows. Let’s start by looking at drawdown—the peak-to-trough decline. The market (S&P 500 Index) reached a record high close of 3,386.15 just last month on February 19. Then, over the next...

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The Market’s Response to Epidemics

Posted by on Friday, March 20th, 2020 in Business, Company News, Market and Economic Updates, Personal Finance | 0 comments

The Market’s Response to Epidemics from Don Nalls, The Nalls Sherbakoff Group, LLC. Dear friends, As a fiduciary, fee-only firm, the Nalls Sherbakoff Group believes that accurate, timely information is the best antidote for fear. Thanks to our partnership with Dimensional Fund Advisors and their excellent research team, we have this new chart than shows the market’s response to every epidemic  since 1994. These epidemics include, but are not limited to: pneumonic plague, Ebola, Zika and SARS. Note that in one month after the epidemic...

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COVID-19 Notice

Posted by on Monday, March 16th, 2020 in Business, Company News, Estate Planning, Investing, Market and Economic Updates, Personal Finance, Retirement, Wealth Management | 0 comments

COVID-19 Notice From Don Nalls, The Nalls Sherbakoff Group, LLC. Dear friends, As our clients know, The Nalls Sherbakoff Group, LLC, has over 60 years of service to our country.  We are retired military officers, but we continue to be patriotic Americans, so to help support our fellow citizens and government we have instituted the Center for Disease Control’s guidelines for dealing the COVID- 19 virus epidemic. Our top priorities are the health of our clients and staff.  Thus, we are executing our plan for working from home and...

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What You Need To Know About Recessions And Bear Markets

Posted by on Thursday, March 12th, 2020 in Market and Economic Updates, Personal Finance, Wealth Advisors, Wealth Management | 0 comments

What You Need To Know About Recessions And Bear Markets

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 had in 2008? In light of all these concerns, today we’ll share what you need to know about recessions and bear...

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Panic 2020 – March 10th, 2020

Posted by on Tuesday, March 10th, 2020 in Investing, Market and Economic Updates, Personal Finance, Wealth Advisors, Wealth Management | 0 comments

Panic 2020 From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, Yesterday – March 9 – was the eleventh anniversary of the climax of global panic that marked the bottom of the Global Financial Crisis bear market of 2007-09. On March 9, 2009, the S&P 500 closed at a value 677. Yesterday, it closed at a level of 2,747, down over 18% from its all-time high, recorded on February 19, 2020, at 3,386. It is quite ironic that the world has elected to celebrate this iconic anniversary with – you guessed it – another epic global panic...

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