“We really can't forecast all that well, and yet we pretend that we can, but we really can't.” --Alan Greenspan, Former Chair of the Federal Reserve of the United States “Weather forecast for tonight: dark.” --George Carlin, American comedian Imagine yourself at the...
August 2020 Monthly Insight — Pace of Recovery
“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...
Why Are Women Under-Confident When It Comes To Managing Their Finances?
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...
July 2020 Monthly Insight – Long-term Investing Is Not Reactionary
“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...
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...
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...
May 2020 Monthly Insight – Your Reward for Staying Calm
"The world is ruled by letting things take their course." – Lau-Tzu, ancient Chinese philosopher and writer “This time it’s different,” someone once said while panicking out of the market in a time of crisis. At some level, investors know markets go up and markets...
April 2020 Monthly Insight – COVID-19 and Market Uncertainty
“Fear incites human action far more urgently than does the impressive weight of historical evidence.” -Jeremy Siegel, Professor of Finance at the Wharton School of the University of Pennsylvania Everyone here at The Nalls Sherbakoff Group, LLC, has our clients in our...
March 2020 Monthly Insight – The Economy, Markets, Coronavirus, and Perspective.
"The only thing you sometimes have control over is your perspective. You don't have control over your situation. But you have a choice about how you view it." - Chris Pine, American actor As February began, investors were keeping a cautious eye on the coronavirus...
February 2020 Monthly Insight – Embracing Volatility
“Don't underestimate the value of doing nothing” —A. A. Milne, an English author, best known for his books about the teddy bear Winnie-the-Pooh We hope all is well with you so far in the New Year. You have likely heard us plead the case that we must embrace volatility...