By Lee Sherbakoff, CPA/PFS, CFP®, RICP® The moment has arrived for us to finally leave 2020 behind. In addition to a global pandemic, the world experienced a number of other extraordinary events in 2020. Wildfires ravaged the globe from Australia to North...
“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 Kim Spencer, CFP®, CDFA® I’ve been helping women as a financial advisor for over 30 years. In that time I’ve noticed that many women lack confidence in managing their finances. Though this problem has many causes, there are steps women can take to help gain more...
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...
On the Other Hand From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, On one hand, over a nine-week period, there have been 38.6 million first-time claims for unemployment insurance (through May 21). It’s by far the worst number of layoffs we’ve ever...
Covid Confusion from Kim Spencer,The Nalls Sherbakoff Group, LLC. Dear Friends, Is anyone confused about what our situation is? The internet and news stories are full of conflicting information. Shelter or not, wear masks or don’t. Where did the virus really come...
Q2 Will Be Ugly From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear Friends, The St. Louis Federal Reserve estimates that the U.S. Gross Domestic Product (GDP), the largest measure of economic activity, could contract at an annualized pace of 50% in the second...
Don’t Let a Recession Faze You from Don Nalls, The Nalls Sherbakoff Group, LLC. Dear friends, Here at the Nalls Sherbakoff Group, we are convinced that there is not one bit of evidence that any investor, prognosticator, pundit or talking head can predict the...
Socially Distance Yourself From COVID-19 Scams From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC. Dear friends, Whenever there is a natural disaster, there are always people who prey on those who want to help. Today, the disaster is a pandemic. Many are fearful,...
We've Been Here Before From Kim Spencer, The Nalls Sherbakoff Group, LLC. Dear friends, I hope you are all practicing CDC safe guidelines. We’re all working remotely and washing our hands. As I talk to clients and others about this downturn, several things seem to...