News, Updates, & Resources
Schedule Your Social Security Review Meeting Today!
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Are you planning on Social Security making up a significant portion of your retirement income? If so, you’re in the same boat as almost half of Americans over the age of 50. (1) With a program that impacts the lives and...
The Power of Compound Interest
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Do you want to know the two most powerful words in the financial world? Compound interest. It’s not some flashy investment scheme or hidden secret only a few people know, but compound interest has changed how people build...
February 2021 Monthly Insight – The Reddit Short Squeeze
“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...
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...
January 2021 Monthly Insight – Two Lessons Learned
"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...
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...
December 2020 Monthly Insight — Being Grateful
“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...
November 2020 Monthly Insight — Courageous Control
“Courage is doing what you are afraid to do. There can be no courage unless you are scared.” -- Eddie Rickenbacker, American fighter ace in World War I and a Medal of Honor recipient By now we have all come to expect the unexpected. But even with everything that...
What’s Your Long-Term Care Plan?
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® There are a lot of things you don’t want to gamble with in life, like your retirement savings, how you raise your kids, or your health. Unfortunately, many Americans take one particular risk with their health, possibly...
October 2020 Monthly Insight — Think Slow
"All you need is the plan, the road map, and the courage to press on to your destination." -- Earl Nightingalea, American radio speaker & author Heuristics are mental shortcuts, derived from previous experiences, that let us make decisions quickly and...