Our Thoughts

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February 2021 Monthly Insight – The Reddit Short Squeeze

Posted by on Monday, February 1st, 2021 in Monthly Insights, Personal Finance, Wealth Management | 0 comments

“When it comes to luck, you make your own.” — Bruce Springsteen, American singer, songwriter, and musician Perhaps over the last few weeks you’ve come across financial news containing terms you don’t completely understand.  You may have seen words and phrases like GameStop, gme, short squeeze, Reddit, hedge funds, WalStreetBets, or even “up 700% in one week.”  You may be just as confused by “up 700%” as you are over what is a Reddit. Perhaps you also came across the confusing phrase “zombie companies.”  This refers to companies that earn just...

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A Personal Note to Start 2021

Posted by on Friday, January 8th, 2021 in Business, Monthly Insights | 0 comments

A Personal Note to Start 2021

By Lee Sherbakoff, CPA/PFS, CFP®, RICP®  The moment has arrived for us to finally leave 2020 behind. In addition to a global pandemic, the world experienced a number of other extraordinary events in 2020. Wildfires ravaged the globe from Australia to North America. Saturn and Jupiter aligned to create an iconic “Christmas Star” in December. And murder hornets somehow made their way from Asia to the United States. With all that occurred in perhaps one of the most tumultuous years in history, we are more than ready to say hello to 2021....

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January 2021 Monthly Insight – Two Lessons Learned

Posted by on Friday, January 1st, 2021 in Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Retirement, Wealth Management | 0 comments

“The most important thing is to stay the course – not to get shaken out of the market during a difficult time” — John W. Rogers, Jr., investor, philanthropist, and founder of Ariel Capital Management Once in a great while, there comes a year during which the economy and the markets may serve as a tutorial—in effect, a master class in the principles of successful, long-term, goal-focused investing. Two thousand twenty was just such a year. On December 31, 2019, the Standard & Poor’s 500-Stock index closed at...

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Happy Holidays From The Nalls Sherbakoff Group

Posted by on Tuesday, December 8th, 2020 in Monthly Insights, Wealth Advisors | 0 comments

Happy Holidays From The Nalls Sherbakoff Group

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® It’s been a wild ride, but we have finally arrived at the holidays. Our team at The Nalls Sherbakoff Group would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season, your treasured traditions, and pretty much everything about this time of year may look different in 2020, but we believe there is still cause to celebrate.  Look for the Good Most of us are probably glad to see this year go, but hardship can also bring opportunities to grow,...

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December 2020 Monthly Insight — Being Grateful

Posted by on Tuesday, December 1st, 2020 in Monthly Insights, Uncategorized | 0 comments

“I cannot tell you anything that, in a few minutes, will tell you how to be rich.  But I can tell you how to feel rich—which is far better, let me tell you firsthand, than being rich.  Be grateful.” –Ben Stein, actor and investment commentator Last week, The Nalls Sherbakoff Group was closed on Thursday and Friday so we could gather with our families on what we like to call “Be Grateful Day.” We are grateful for the many blessings of our nation and ourselves.  We are grateful for the sacrifices made by so many in the military, so that...

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