Overiew: Join us today on Giving Tuesday as we discuss Thanksgiving at Sherman Wealth and how we participated in giving this holiday season. As we wrap up what looks like a positvie month in the markets, we want you all to check off your end of the year planning lists and make sure you are…
It’s hard to believe, but the final quarter of the year is now upon us. As 2022 comes to a close, here are some key money moves you can make to finish the year off strong and set yourself up for success in 2023. GATHER AND ANALYZE YOUR DATA As we head into the final…
Overview: Join us on this week’s episode of Launch Finanical as we discuss Thanksgiving inflation, retail earnings this holiday season, holiday giveback, and all we are thankful for! Show Notes: Check out this episode!
Overview: Tune into this week’s episode of Launch Financial as we discuss October’s inflation numbers coming in lighter than expected, treasury yields, the temporary ban on Biden’s student forgiveness plan, and more! Show Notes: The Value Of Ongoing Financial Advice Check out this episode!
As financial advisors, we work with individuals everyday to deliver value and financial advice. At Sherman Wealth, we specialize and focus on customized financial advice and plans. We often discuss the difference between DIY “do-it-yourselfers” and financial advisors. One very important differentiator between the two is the value of the advice. We believe that financial…
With the holidays and Thanksgiving around the corner, it’s a great time to discuss giving back to those in need. At Sherman Wealth, we are very charitably inclined, so we want to discuss how setting up a donor advised fund could be a good option for you and your family. For those who don’t know,…
Overview: Tune into this week’s episode of Launch Financial as we discuss the the markets as they await the midterm election results, Thursday’s CPI report, and more earnings this week. For more information on Thanksgiving giveback and Donor Advised Funds, email us at info@shermanwealth.com. Show Notes: Here’s Why To Consider A Donor Advised Fund Check out…
As we’ve been making our way through this market correction and this interesting economic environment with the Federal Reserve raising interest rates to combat inflation, we’ve been getting many questions about which financial moves you should be making and which ones to avoid. While market volatility can be stressful and scary for us all, the…
Overview: Tune into this week’s episode of Launch Financial as we discuss what a strong rally October had in the markets with the Dow having its best month since 1976. All eyes are on the Federal Reserve’s November meeting as they are expected to raise interest rates yet another 75 basis points. For questions or inquiries,…
Does your job offer workplace benefits? If so, are you aware of the benefits available to you and are you taking advantage of them all? We’ve been working with many individuals who are not only unaware of the extent of their benefits but are also not utilizing some great opportunities for them, especially their 401(k)…