240-428-1622 | info@shermanwealth.com


Looking for quick reads to stay up-to-date on the latest happenings in the investing world? Wanting more unique insight on how to reach your financial goals? You’ve come to the right place! Each day we send out a handful of articles that help educate our clients and keep them knowledgeable on the news and various tips.

Daily Reads 2/15/2019

Happy Friday! Today, we see news of the latest round of trade talks between US and China, the rise in the US dollar index, and home mortgage rates facing a 10 month low. https://www.marketwatch.com/story/us-china-trade-round-wraps-up-with-progress-toward-expected-memorandum-of-understanding-2019-02-15 During the latest round of US-China Trade Talks, US trade negotiators announced that they are making progress towards a deal, inching […]

Daily Reads 2/8/19

BB&T Corp. announced that it will soon close a deal to purchase SunTrust Banks Inc. for $28.2 billion in hopes to better compete with larger consumer lending banks such as JPMorgan Chase & Co. and Bank of America. Despite the positive synergies in technology innovation that this merger will create, the deal faces scrutiny from […]

Daily Reads 2/4/19

We hope you had a great weekend! Today we include great reads on how the US economy is performing in the New Year, how the Fed’s interest rate decision last week will impact the timing of future rate hike decisions in 2019, and what to consider when making the tough decision whether to rent or […]

Daily Reads 2/1/19

Happy Friday! Included today are some great reads on the effects of the US Jobs report, Federal Reserve decision, the latest on US-China trade talks, along with 2018 tax return tips. INVESTING & THE ECONOMY https://www.cnbc.com/2019/02/01/nonfarm-payrolls-january-2019.html Payrolls surged in January despite the long standing government shutdown. Despite predictions of slower economic growth for 2019, stock […]

Daily Reads 1/30/2019

Good morning! Today’s reads include the Fed’s well-anticipated decision on interest rates, mortgage trends, and what a tax refund really means.

Daily Reads 1/29/2019

It’s getting cold again! Today we take a look at the big wave of earnings that is coming this week, how to handle your finances once you’re married, and why employers should focus on the financial stability of their employees. Enjoy!

Daily Reads 1/28/2019

We hope you had a great weekend. We are beginning to see a lot of finalized data for 2018 trickle out and that will continue this week. On top of that, with the shutdown (temporarily) over, we will likely see attention swing back to trade issues and earnings season. Enjoy!

Daily Reads 1/25/2019

Good morning!  Below are some insights on how fund managers are adjusted to the continued market volatility, mortgage trends, and how to avoid being your own worst enemy to your portfolio.