The Perfect Investment Portfolio
There are 2 primary concerns I have with relying on models. It has been my experience that they are often based on the assumption that the next 30 years will look like the past 30 years. My 2nd issue is that I have rarely come across the average investor.
Continue readingFinancial Planning Lesson from the Winchestor Mystery House
Published October 20, 2014 @paladinregistry.com Oliver Winchester manufactured the Winchester repeater also known as the “Gun that won the West” in 1834. When he died in 1880, he left the company and his fortune to his son William who died of Tuberculosis shortly thereafter and left an income of $1,000/day, roughly $22,000/day in today’s dollars, to […]
Continue readingProtect Your Money from Investment Fraud
Your ability to protect yourself from fraud will come from understanding the most common areas of exploitation and using preventative measures to minimize your exposure.
Continue readingRetirement Income and the Maginot Line
As you transition from saving for retirement to taking retirement income most people recognize they need to modify their balance sheet (see Winchester Mystery House) and their investment strategy. Today’s retiree faces a more challenging task of meeting longer time horizons, increasing health care costs, and less predictable retirement income. With a blitzkrieg of new challenges, addressing risk through a tolerance questionnaire and by simply adjusting your equity weighting accordingly could become your Maginot Line.
Continue readingBetter Business Bureau Accredited
Sherrill Wealth Management, LLC, an Investment Management company located at 2520 Manatee Ave W STE 200 Bradenton, FL 34205-4963, announced today that it has met the accreditation standards required by the Better Business Bureau for membership with the organization.
Continue readingThe Power of Process
By GARDNER SHERRILL |Investor’s ColumnDecember 31, 2013 The Power of Process in Sports & Financial Decisions Nick Saban, love him or hate him, has been the most successful coach in all of sports over the past 7 years with the Alabama Crimson Tide holding 3 national titles and a 74 -14 record. When asked about […]
Continue readingPlanning for the 3.8% Medicare Surtax
October is also a good time to review your tax planning before year-end and take advantage of opportunities to defer or eliminate unnecessary taxes.
Continue readingSherrill Wealth Management Award 5 Star Quality Rating
March 18, 2013 Gardner Sherrill, principal at Sherrill Wealth Management in Bradenton, has been awarded a 5-star quality rating by Investor Watchdog and admitted to the Paladin Registry of financial professionals.
Continue reading7 Financial Risks
There are 7 basic financial risks that many people face in their lives. 1) Dying too early can create economic problems for your survivors and beneficiaries as they may depend on your sources of income to make ends meet. 2) Incapacity & Disability are an often overlooked area which can devastate wealth whether by loss of income and / […]
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