by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 3, 2020 | Business, Monthly Insights, Personal Finance
“The pace of recovery looks like it has slowed.” —Jerome Powell, Chairman of the Federal Reserve, July 29, 2020 Last month’s Monthly Insight spoke briefly to our strategic general principals about the markets and investing. That short introduction was followed by...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 24, 2020 | Investing, Market and Economic Updates, Personal Finance, Retirement, T. Lee Sherbakoff
Fog Still Obscures The Road Ahead From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Aided by massive stimulus and liquidity injections from the Fed, the S&P 500 Index has turned positive for the year. Cautiously upbeat headlines regarding a...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 9, 2020 | Retirement, T. Lee Sherbakoff, Wealth Management
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® You’ve spent decades accumulating assets and saving for retirement. But socking money away is only half the battle. Here are the top 5 financial planning challenges you face in retirement—and how you can plan for them today. 1....
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 1, 2020 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance, T. Lee Sherbakoff, Uncategorized, Wealth Management
“The intelligent investor is a realist who sells to optimists and buys from pessimists.” — Benjamin Graham, British-born American economist, professor and investor Before we talk about the economy, the markets, COVID-19 pandemic, or economic inequality, we would like...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 29, 2020 | Business, Personal Finance, Small Business, T. Lee Sherbakoff, Tax Planning, Wealth Management
Tax Time Is Finally Here From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Due to the Covid-19 pandemic, businesses were forced to close, and jobs were lost. So, the federal government extended tax season to give taxpayers a break, moving Tax Day to...
