What financial information should I be paying attention to?

Published Shoreline Financial Articles

By GARDNER SHERRILL |Investor’s Column

May 8, 2017

What financial information should I be paying attention to?

I am occasionally asked by a prospective client to cut to the chase and give investment advice.  They want to skip planning and jump right into portfolio design.  There’s a fairly common perception that has been communicated by Wall Street and the media that our profession is more akin to TV celebrity Jim Cramer, who hosts Mad Money.  Generally speaking, my experience has been that successful investing is goal-focused and planning-driven, while most of the failed investing I’ve observed has been market-focused and performance-driven. Continue reading

Confidence in future economic strength is on rise

Bradenton Herald

By DANNY WOOD |Investor’s Column

March 20, 2017

Confidence in future economic strength is on rise

Confidence in future economic strength is on rise

Investment Mistakes to Avoid in 2017

Published Shoreline Financial Articles

By GARDNER SHERRILL |Investor’s Column

January 23, 2017

Investment Mistakes to Avoid in 2017

gardner sherrill“With great contests, we tend to expect the most clever move will dictate the outcome – though more often than not, it is the bad move that determines the match.” – Anonymous Chessmaster

Every year there are studies coming out that discuss why investors underperform the markets. Dalbar QAIB, Morningstar, BlackRock and others all presenting data that show the average investor buys high and sells low. I will distill some of the investment mistakes and more common errors I have seen. Continue reading

Components in Pricing Long Term Care Insurance

Published Shoreline Financial Articles

By GARDNER SHERRILL |Investor’s Column

November 15, 2016

Pricing Long Term Care Insurance

gardner sherrillNovember is National Long-term Care Insurance Awareness month, so in memory of my father who had Alzheimer’s, I thought I’d dedicate an article to this important subject. What is the cost of long term care insurance? As always in any complicated transaction – the answer is always “It depends”. There are four primary determinants that I will address: Which company, What type of policy, the Owner’s personal factors and how much coverage.

Continue reading

Five Simple Ideas for Tax Efficient Investing

By GARDNER SHERRILL |Investor’s Column

September 27, 2016

Five Simple Ideas for Tax Efficient Investing

I’ve written fairly extensively over the past year about investing in expensive markets. If you believe, as I do, that the next five years may produce lower returns, then managing frictional costs becomes even more important. As we move quickly towards the year end of 2016 I thought I’d focus my efforts today on some strategies you can employ to increase the tax efficiency in your portfolio. Continue reading

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