Sherman Wealth Management – Your Financial Concierge

Tell Us About Yourself

Young Professionals

I am establishing my career or starting a family, and I need to get serious about my finances. 

Thriving Professionals

I’m hitting my stride in my career, and I want to be proactive in building my wealth. 

Pre-Retirees

I’m close to retirement, and I want a financial advisor who can provide guidance during this transition. 

What Is Your Risk Number?

The stock market can be thrilling during bull markets and terrifying during deep recessions. The key to successful investing is to not act on greed or fear, but rather establish a sound, long-term investment strategy aligned to your risk tolerance and stick to it despite Wall Street hype and media noise.

When you work with us, we create an investment strategy that takes into account how comfortable you are with risk. Whether you’re an aggressive investor who wants to participate in both the upside and downside volatility of the stock market, or you want to play it conservatively and protect your money at the cost of fully capturing the rewards of a bull market, we’ll create a customized investment strategy to help you feel confident despite the market’s ups and downs.

Are you a risk taker or a conservative investor? Find out your risk number by taking our investment risk analysis today.

I’m New Here

Our summer intern turned part-time associate Dan McKenna wrote a great piece about his experience being new to the biz that I thought was worth sharing. ___________________________________________________ I’m new here.   The best word I can think of for explaining the experience of being a freshly-graduated analyst entering this market is… baffling.  Every week I read the news that markets are hitting new all time highs, that we have shaken off the effects of the […]

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Equifax Data Breach

Yesterday, the Wall Street Journal reported that hackers had gained access to some of the systems of Equifax Inc., one of the largest three credit reporting companies, potentially compromising the personal information of 143 million U.S. consumers.  The systems they gained access to contained customers’ names, Social Security numbers, birth dates, and addresses.  These four pieces of information are generally needed for consumers to apply for many forms of consumer credit, including credit cards and […]

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Real Life Financial Planning

This past weekend my family has made the move into a new home, which needless to say, has been a chaotic process.  It really got me thinking, though, about real estate/home ownership and how it fits into client portfolios and their financial plans. The mantra of the middle class is buy a home.  But is it always the best decision for your money? Buying residential real estate certainly poses some undeniable advantages.  For many people, […]

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A True Measure of Uncompromised Advice

Do you remember the scene from the movie Matilda when Harry (Danny DeVito) shows his son his dodgy-car salesmanship? While highly over exaggerated in the film for the sake of comedy, it is true that whenever you buy something from a salesman, you should ask… what’s in it for them?  It’s safe to say that a healthy amount of skepticism should probably be given to anyone trying to sell you a product.  Shouldn’t that advice […]

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Why Utilize a Financial Advisor?

Personal finance.  Don’t underestimate the adjective. In today’s world, the rise of “robo advisors” have led some to (incorrectly) conclude that managing investment portfolios is simple.  As far as they are concerned, as long as you have a software program, you’re set.  Within minutes, a computer system can analyze your risk tolerance, determine the best investments for your unique situation and be setup to adjust it every three months if it falls out of line.  […]

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