By Lee Sherbakoff, CPA/PFS, CFP®, RICP® “To be seventy years young is sometimes far more cheerful and hopeful than to be forty years old.” — Oliver Wendell Holmes, Sr. (1) If you were to write your autobiography, turning 70 might be in a chapter titled “The Golden Age...
June Monthly Insight – Transitory or Not?
“The American people have a love-hate relationship with inflation. They hate inflation but love everything that causes it.” — William E. Simon, American businessman and philanthropist who served as the 63rd United States Secretary of the Treasury On Friday, we learned...
May 2021 Monthly Insight – A Bumpy Ride
“A good summary of investing history is that stocks pay a fortune in the long run but seek punitive damages when you try to be paid sooner.” —Morgan Housel, partner at The Collaborative Fund and former columnist at The Motley Fool and The Wall Street Journal By this...
March 2021 Monthly Insight – Slam the Scam
It’s a lie and it’s a scam.— Lenny Kravitz, American singer-songwriter “Slam the Scam” Day Thursday, March 4, 2021 has been designated as the second annual National “Slam the Scam” Day. The goal is to raise public awareness of government imposter telephone scams,...
December 2020 Monthly Insight — Being Grateful
“I cannot tell you anything that, in a few minutes, will tell you how to be rich. But I can tell you how to feel rich—which is far better, let me tell you firsthand, than being rich. Be grateful.” --Ben Stein, actor and investment commentator Last week, The Nalls...
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...
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...
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...
September 2019 Monthly Insight – Economic Trees
"Come to the woods, for here is rest. There is no repose like that of the green deep woods. Sleep in forgetfulness of all ill." -John Muir, advocate for the preservation of wilderness in the U.S. known as the “Father of the National Parks The Economy On July 31, the...
August 2019 Monthly Insight – How Long Do You Plan To Live?
"The oldest old—people age 85 or older—constitute the fastest growing segment of the U.S. population… And living to 100 is becoming increasingly commonplace." – National Institute of Aging, U.S. Department of Health & Human Services A large majority of you, our...