by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 25, 2020 | Company News, Investing, Market and Economic Updates, Tax Planning, Wealth Management
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...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 12, 2020 | Market and Economic Updates, Personal Finance, Wealth Advisors, Wealth Management
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...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 10, 2020 | Investing, Market and Economic Updates, Personal Finance, Wealth Advisors, Wealth Management
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...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 6, 2020 | Investing, Market and Economic Updates, Monthly Insights, Uncategorized, Wealth Management
“The only thing you sometimes have control over is your perspective. You don’t have control over your situation. But you have a choice about how you view it.” – Chris Pine, American actor As February began, investors were keeping a cautious eye...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Feb 5, 2020 | Business, Personal Finance, Tax Planning, Wealth Advisors, Wealth Management
Coronavirus Contagion from Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, On Friday, January 17 – after a spectacular 40% run-up that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed at 3,329.62. Two weeks later...