Family Financial Instructions

By GARDNER SHERRILL |Investor’s ColumnDecember 2, 2018 This is Only a Test – Your Financial Fire Drill Every family has their own way of managing financial responsibilities. Generally, I see one spouse who takes the financial lead while the other manages other sundry obligations. My wife pays our bills while I manage the remainder of […]

Quarterly Market Review – 2018 Q3

As of August 21, the longest-running S&P 500 rally (by some counts) was born out of “the ashes of the financial crisis.” Then came mid-September – ten years since the beginning of the financial crisis of 2008 – along with the usual flurry of “decade after” reflections. As of quarter-end, as reported by Morningstar, “Following […]

The Antacid for Market Turbulence

Let’s be clear: We did not wish for, nor in any way cause a tumble in the markets, especially among tech stocks. That said, we could not have come up with a more telling illustration to underscore the perennial value of building – and maintaining – a globally diversified investment portfolio for achieving your greatest […]

Avoiding Financial Scams and Identity Theft Slams

Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft slams. No matter who you are or how well-informed you may be, the bad guys are out there, daily devising new tricks for every fraud we fix. Who Are They? Fraudsters and Thieves Financial fraudsters […]

Reducing the Risk of Black Swans

If there’s one thing you can count on in both life and investing, it’s uncertainty. It’s why we save and invest to begin with. We save and invest today, hoping our money will grow. We act on our aspirations for a bright financial future. But we never know for sure. It stands to reason, then, […]

Quarterly Market Review – 2018 Q2

Second quarter has come and gone, along with the usual mixed bag of “what next?” news. There were the typical ugly players such as potential trade wars and rising interest rates. There were also the usual market darlings, such as this quarter’s big, bold tech stocks. Each in their own way can tempt you to […]

A Widow’s guide to Financial Decisions

By GARDNER SHERRILL | Investor’s ColumnJune 12, 2018 A Widow’s Guide to Financial Decisions Nothing can prepare you for losing your spouse. Grief affects each of us uniquely, but as if to add insult to injury – at a time you are least prepared to respond – the world seems to demand rapid response to a […]

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 […]

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 […]

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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