Correlation – An Underappreciated Partner

Here at Sherrill Wealth Management we try to keep the financial jargon to a minimum. But even where we may succeed, you’re likely to encounter references elsewhere that can turn valuable information into mumbo-jumbo yet to be translated. Consider us your interpreter. Today, we’ll explore correlation, and why it matters to investing. A Quick Take: Correlation […]

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Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets.Being bombarded with data and headlines presented as impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. Headlines from the ”lost decade”[1] can help illustrate several periods that may have led market […]

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A Focus on Fixed Income

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive quantitative easing campaign, hoping to resuscitate the economy with a big booster shot of lending, borrowing and spending dollars. Perhaps the economic […]

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Quarterly Market Review Q1 2018

If you were a member of the popular press, you’d probably be happy with 2018’s first quarter performance. At last – some volatility-fueling news in early February, with plenty of enticing “largest,” “fastest,” and “worst” market superlatives to savor after a long, languid lull.  Download PDF As usual, there are plenty of potential culprits to […]

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Temporary Declines are Inevitable

It has been more than 3,280 days since we hit the bottom of the Financial Crisis on March 9, 2009. The 17-month drop in Market Values that began on October 10, 2007 saw the Standard and Poor’s 500 lose more than half of its value as it dropped from a high of 1565 to its low point of 676. If you had retired at the start with $1,000,000 fully invested in the S&P 500 you would have watched your nest egg shrink to $430,000.

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