by Kim Spencer, CFP®, CDFA® | Jul 30, 2020 | Business, Investing, Monthly Insights, Personal Finance, Wealth Management
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...
by Kim Spencer, CFP®, CDFA® | May 12, 2020 | Business, Investing, Kim Spencer, Market and Economic Updates, Personal Finance
Covid Confusion from Kim Spencer,The Nalls Sherbakoff Group, LLC. Dear Friends, Is anyone confused about what our situation is? The internet and news stories are full of conflicting information. Shelter or not, wear masks or don’t. Where did the virus really come...
by Kim Spencer, CFP®, CDFA® | May 11, 2020 | Investing, Kim Spencer, Personal Finance, Wealth Management
By Kim Spencer, CFP®, CDFA® When the unexpected happens, chaos can result. And right now, chaos and change seem to be a part of daily life for all of us due to the ever-evolving coronavirus pandemic. More than ever, preparation and having a plan of action in place is...
by Kim Spencer, CFP®, CDFA® | Apr 22, 2020 | Company News, Kim Spencer, Personal Finance, Retirement
Managing The Isolation From Kim Spencer, The Nalls Sherbakoff Group, LLC. Hello from my living room, The Nalls Sherbakoff staff have been working from home for the last month. Halie is the only one in the office, answering calls, and handling all the administrative...
by Kim Spencer, CFP®, CDFA® | Mar 27, 2020 | Business, Market and Economic Updates, Personal Finance
We’ve Been Here Before From Kim Spencer, The Nalls Sherbakoff Group, LLC. Dear friends, I hope you are all practicing CDC safe guidelines. We’re all working remotely and washing our hands. As I talk to clients and others about this downturn, several things seem...
