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.
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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.
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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.
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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 […]
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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.
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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.
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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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August 30, 2012 New Wealth Management firm opens in Bradenton Bradenton, Fl – Gardner Sherrill, MBA, CFP® a longtime local resident of Bradenton and Wealth Advisor has partnered with LPL Financial, the nation’s leading independent broker-dealer firm*, to open a local Concierge Financial Services firm. Gardner has practiced financial planning for the past 17 years, most […]
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August 12, 2011 Gulf Coast News Congratulations to the 24 aspiring and inspiring leaders from across our region who completed our Gulf Coast Leadership Institute. The tight-knit group finished the three-month leadership-development program and celebrated their graduation on July 29 at Venetian Golf and River Club in North Venice. Gulf Coast President and CEO Teri […]
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August 4, 2011 Foundation News The New College Foundation has announced the election of R. Gardner Sherrill to its Board of Trustees. The Foundation raises funds to support New College of Florida, the state’s designated honors college, ranked among the country’s finest and most affordable liberal arts institutions.
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