by The Nalls Sherbakoff Group, LLC | Mar 3, 2022 | Estate Planning, Investing, Market and Economic Updates, Monthly Insights
“To reduce risk, it is necessary to avoid a portfolio whose securities are all highly correlated with each other.” Harry Markowitz – American economist Given the past 3 years of S&P 500 returns (31% in 2019, 18% in 2020, and 29% in 2021), many investors may...
by The Nalls Sherbakoff Group, LLC | Feb 24, 2022 | Company News, Market and Economic Updates
Dear Friends, This morning’s financial headlines were all about the effects of the Ukraine crisis on the U.S. stock markets. Yes, the markets have been spooked. But should you panic? NO. Consider this:The first U.S. laboratory-confirmed case of COVID-19 in the U.S....
by The Nalls Sherbakoff Group, LLC | Feb 7, 2022 | Investing, Monthly Insights
“Bitcoin is like anything else: it’s worth what people are willing to pay for it.”Stanley Druckenmiller – American investor, hedge fund manager, and philanthropist Cryptocurrency gained mainstream acceptance and attention as the market cap surpassed $3 trillion in...
by The Nalls Sherbakoff Group, LLC | Jan 27, 2022 | Investing, Market and Economic Updates, Personal Finance
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® After a three-year rally, the S&P 500 index has been down 10 of the first 15 trading days of 2022. This is nearing correction territory for the year, which is being down 10%. In addition to the stock market decline,...
by The Nalls Sherbakoff Group, LLC | Jan 21, 2022 | Investing, Personal Finance
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® We’ve all heard of the tortoise and the hare. The hare is quick and sure-footed, while the tortoise is slow and cautious. They enter into a race, and the hare is certain he will win—so certain that he decides to take a nap...