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 […]
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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 […]
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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, […]
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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 […]
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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 […]
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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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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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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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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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Now that the 2017 tax season is a wrap for most Americans, it’s time to start contemplating how the 2017 Tax Cuts and Jobs Act (TCJA) will impact your current and future tax plans. One of the frequently asked questions we’ve been fielding is on charitable giving: How can you keep giving, and get a […]
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