}

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News, Updates, & Resources

Musings on SVB and the Banking “Crisis”

Musings on SIVB and the Banking "Crisis"By Donald Nalls, CFP® “It’s only when the tide goes out that you discover who’s swimming naked.” Warren Buffet I have addressed a number of client emails over the past week with respect to the current “crisis” in banking.  The...

Musings on SVB and the Banking “Crisis”

Musings on SIVB and the Banking "Crisis"By Donald Nalls, CFP® “It’s only when the tide goes out that you discover who’s swimming naked.” Warren Buffet I have addressed a number of client emails over the past week with respect to the current “crisis” in banking. ...

How Much Do I Need to Retire Comfortably?

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® What’s a good amount to be able to retire comfortably? Instead of a cookie-cutter number, it depends on many variables and is unique to each person. Everyone’s version of a “comfortable” retirement will also look different....

Tax Time – Tips to Consider to Cut Your Bill

Tax Time - Tips to Consider to Cut Your BillBy Caroline M. Friedrich, CPA, CFP®   The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns.  If you have yet to file, most taxpayers have...

Achieving Financial Fitness

Achieving Financial Fitness“Finance is not merely about making money.  It's about achieving our deep goals and protecting the fruits of our labor.  It's about stewardship and, therefore, about achieving the good society.” — Robert James Shiller is an American...

10 Questions to Ask Your Financial Advisor

By Caroline M. Friedrich, CPA, CFP® Finding a financial advisor can feel daunting. After all, your advisor will know all the details about your finances while helping you make significant investment decisions. You naturally want someone you can trust to communicate...

SECURE Act 2.0: Time for a Change

SECURE Act 2.0: Time for a Change“The measure of intelligence is the ability to change.” - Albert Einstein, theoretical physicist On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023.  This 4,000+ page bill included the SECURE 2.0 Act...

2022 Year End Review

2022 Year End ReviewGuest Speakers: Apollo Lupescu, PhD, V.P. at Dimensional Fund AdvisorsDonald Nalls, CFP® Principal, The Nalls Sherbakoff Group, LLCT. Carson McLean, CFP®, Regional Director Dimensional Fund Advisors We are excited to host Apollo Lupescu, live...

This Is a New Year

This Is a New Year“This is a new year. A new beginning. And things will change.”― Taylor Swift, American singer-songwriter The central drama of the past year—and likely of the coming year—was the Federal Reserve's belated but very aggressive efforts to bring...

Happy Holidays From The Nalls Sherbakoff Group! 

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Happy Holidays from our team at The Nalls Sherbakoff Group! After yet another tumultuous year, we’re ready to celebrate the season and express our gratitude to have clients like you. We appreciate your continued trust in us...