by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 3, 2018 | Investing, Monthly Insights, Personal Finance, Retirement, Wealth Management
“Tell me and I forget. Teach me and I remember. Involve me and I learn.” —Benjamin Franklin Have you ever embarked on a home improvement project? You are confident you can complete the task, but you are unfamiliar with the details. You need guidance from an expert....
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 6, 2018 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance
“This is the single greatest challenge long-term investors face: finding new reasons not to sell.” Michael Batnick, Director of Research, Ritholtz Wealth Management On August 22, 2018, the U.S. Stock market celebrated a bull run of 3,453-days. This is the longest...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 30, 2018 | Personal Finance, Retirement
With the baby boom generation entering retirement, many have questions about Medicare. People are confused—both about how the system works, and how these inner workings affect their retirement decisions. These ten questions address some of the most common sources of...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 20, 2018 | Cybersecurity
The latest target of identity thieves is not you, but rather your children. With little to no financial history, minors make an unsuspecting and easily exploited target. According to a Child Identity Fraud Survey conducted by Javelin Strategy and Research, one in 40...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 6, 2018 | Investing, Market and Economic Updates, Monthly Insights
“A flat yield curve, or even an inverted one, should not be on top of our worry list under today’s accommodative monetary conditions,” –Burton Malkiel, Princeton professor of economics and author of “A Random Walk Down Wall Street”, July 31,...