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Category Archives for Portfolio Management

The Principal Problem

It's the goose that laid the golden egg concept isolated on white.

As seen in the Bradenton Herald September 23, 2019Is not touching your principal really the safest tactic? ​People on the cusp of retirement are often looking to reposition their portfolios to focus on three primary characteristics: Safety, Income, and Growth. Understandably they want a safe strategy to make sure they don’t lose their money. They need […]

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Why Should You Diversify?

Why Should You Diversify?As 2019 approaches, and with US stocks outperforming non-US stocks in recent years, some investors have again turned their attention towards the role that global diversification plays in their portfolios. For the five-year period ending October 31, 2018, the S&P 500 Index had an annualized return of 11.34% while the MSCI World […]

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What is the Yield Curve?

Road Signs Set

The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)!  Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what is a yield curve to begin with, and what does it have to do with you and your investments? A Tour […]

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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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