by T. Lee Sherbakoff, CPA/PFS, CFP® | Feb 1, 2020 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Wealth Management
“Don’t underestimate the value of doing nothing” —A. A. Milne, an English author, best known for his books about the teddy bear Winnie-the-Pooh We hope all is well with you so far in the New Year. You have likely heard us plead the case that we must embrace...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jan 1, 2020 | Estate Planning, Monthly Insights, Personal Finance, Retirement, Wealth Management
“I am prepared for the worst, but hope for the best.” – Benjamin Disraeli, British statesman and novelist On May 23, 2019, the U.S. House of Representatives, in a near-unanimous vote of 417-3, passed the Setting Every Community Up for Retirement Enhancement...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Dec 1, 2019 | Estate Planning, Investing, Monthly Insights, Personal Finance, Wealth Management
“It was impossible to get a conversation going, everybody was talking too much.” —Yogi Berra, Major League Baseball player, manager and Baseball Hall of Fame member You’ve heard it said before—never discuss religion and politics. It’s easy to understand...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Nov 1, 2019 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Retirement, Wealth Management
“Stay in your seat come times of trouble. It’s only people who jump off the roller coaster who get hurt.” – Paul Harvey, American radio broadcaster for the ABC Radio Networks Over the last five years you have received our Monthly Insight letter. The purpose of...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 1, 2019 | Investing, Market and Economic Updates, Monthly Insights, Wealth Management
“Markets typically like gridlock in D.C.” –Joseph Song, U.S. economist at Bank of America Merrill Lynch Headlines On September 24, Speaker of the U.S. House of Representatives, Nancy Pelosi, officially called for an impeachment inquiry into President Trump....