by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 15, 2017 | Investing, Retirement, Wealth Management
If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family?...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 5, 2017 | Investing, Market and Economic Updates, Monthly Insights
Only a strong economy can create higher asset values and sustainably good returns for savers. — Ben Bernanke, former two-term Chair of the Federal Reserve Uncertainty, the Trump agenda, and stocks There was no shortage of angst in the investment community that a...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 31, 2017 | Personal Finance, Wealth Advisors, Wealth Management
Still on the fence about hiring a professional to help you manage your finance? Want to make sure you’re getting the most out of your financial advisory experience? Just curious about what financial advisors do? Then have we got a list for you! Click the...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 25, 2017 | Personal Finance, Retirement
How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics. In the answer section, you’ll find details to help you learn more. TAKE THE QUIZ!
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 18, 2017 | Investing, Personal Finance, Retirement
One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment...