November 2020 Monthly Insight — Courageous Control

“Courage is doing what you are afraid to do. There can be no courage unless you are scared.” -- Eddie Rickenbacker, American fighter ace in World War I and a Medal of Honor recipient By now we have all come to expect the unexpected. But even with everything that has...

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The 3 Biggest Financial Mistakes I See

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® As a financial advisor, one of my responsibilities is to help prevent my clients from making financial mistakes that could derail their retirement plans. Every client’s situation is unique, but having worked in this industry for...

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Timing the Market

Timing the Market from Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, It is not uncommon, especially during times of excessive market volatility that some investors feel the temptation to try and “time the market.” Certainly, readers of the Nalls Sherbakoff...

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Fog Still Obscures The Road Ahead

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...

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The Scandal Of Prediction

The Scandal Of Prediction From Don Nalls,The Nalls Sherbakoff Group, LLC. Dear Friends, If you are remotely interested in the stock market, chances are your email is filling up with mid-year stock and market forecasts. These are the same prognosticators that misread...

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10 Things To Do Within 10 Years Of Retirement

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Days of golfing, checking travel destinations off your bucket list, spending more time with the kids and grandkids, investing in a hobby…are these your retirement dreams? Most of us have at least a general idea of what we want...

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The Hedge Monster

The Hedge Monster - The Market Roller Coaster From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Last November the magazine Travel and Leisure published “The World’s Tallest, Fastest, Loopiest Roller Coasters.” Regardless of Travel and Leisure’s...

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June 2020 Monthly Insight — Predict No, Plan Yes.

“Prediction is very difficult, especially if it's about the future.” -- Niels Bohr, Danish physicist, 1922 Nobel Prize in Physics Our job is to help our clients make good long-term decisions with respect to their portfolio allocation, investments, and most cherished...

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