Turning 70? Here’s How it Will Impact Your Financial Plan

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...

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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...

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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...

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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,...

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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...

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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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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...

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