by The Nalls Sherbakoff Group, LLC | Feb 7, 2023 | The Nalls Sherbakoff Group
SECURE Act 2.0: Time for a Change “The measure of intelligence is the ability to change.” – Albert Einstein, theoretical physicist On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. This 4,000+ page bill included the SECURE 2.0...
by The Nalls Sherbakoff Group, LLC | Jan 17, 2023 | The Nalls Sherbakoff Group
2022 Year End Review Guest Speakers: Apollo Lupescu, PhD, V.P. at Dimensional Fund AdvisorsDonald Nalls, CFP® Principal, The Nalls Sherbakoff Group, LLCT. Carson McLean, CFP®, Regional Director Dimensional Fund Advisors We are excited to host Apollo Lupescu, live from...
by The Nalls Sherbakoff Group, LLC | Jan 6, 2023 | Monthly Insights, The Nalls Sherbakoff Group
This Is a New Year “This is a new year. A new beginning. And things will change.”― Taylor Swift, American singer-songwriter The central drama of the past year—and likely of the coming year—was the Federal Reserve’s belated but very aggressive efforts to bring...
by The Nalls Sherbakoff Group, LLC | Dec 5, 2022 | Monthly Insights, The Nalls Sherbakoff Group
Rainy Day and Markets “Buy not on optimism, but on arithmetic.” – Benjamin Graham Of all the reasons for the ups and downs of quarterly stock market performance, weather is seldom given any credit—or blame. Of course, hurricanes or tornadoes, have at least a...
by The Nalls Sherbakoff Group, LLC | Nov 1, 2022 | Monthly Insights, The Nalls Sherbakoff Group
Retirement Spending Smile “Retirement is the only time in your life when time no longer equals money.” – Unknown Many people approach retirement planning as if they will spend the same amount every year throughout their retirement. However, spending...