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Financial Planning Information

Sherman Wealth Management provides you with relevant financial planning information to give you the resources you need to make informed choices. Read through our posts below and contact us to set up a free call for more information on creating a custom financial plan.

April 4, 2016
Is your Retirement Advisor a Fiduciary?

Is Your Retirement Advisor a Fiduciary?

Do you want a financial professional who is opposed to financial transparency managing your money? The upcoming and long anticipated proposed rules by the Department of Labor (“DOL”) exposes that very debate, as it seeks to eliminate the ability of financial advisors to profit by selling retirement account products to investors without being held to […]
March 23, 2016

March Madness and Investing: Surprising Similarities (And How to Avoid Common Mistakes)

What a great time of the year. Cherry blossoms are out, baseball opening day is right around the corner, and the best single elimination tournament in sports is on its way. That’s right, it’s March Madness time. For those of you unfamiliar, March Madness, as it’s commonly called, is a 64-team college basketball single elimination […]
March 8, 2016

Why Volatility Is an Opportunity for Long-Term Growth

This article was originally published on NerdWallet.com The market has been on a wild ride lately, which has provided a wake-up call for investors who rode the six-year bull market — and its low volatility — without a care in the world. Now reality has set in. As with all market corrections, this one has inspired retail investors to question whether it’s […]
February 19, 2016

In Times of Uncertainty, Feeling Certain about Your Plan

As I was listening to Fed chair Janet Yellen’s testimony in front of Congress last week, I was intrigued by a tweet from Morgan Housel: “Go back to 2008 and tell people that in 2016 our biggest headwind would be low oil prices and a strong dollar. Economics is hard. Not in a “things are […]
December 9, 2015

9 End of Year Tips to Finish 2015 with a Bang – not a Blow-Out

Even the best financial plans can be tough to stick to during the holiday season. No matter how careful you’ve been all year, it’s tempting to splurge on some of the things that make us happiest: good times with friends and family, travel, entertaining, and generous gift-giving to friends, loved ones, and favorite charities. Here […]
July 27, 2014
Investor Biases

Financial Strategies for Individuals with Brain Injury

By Brad Sherman, President of Sherman Wealth Management. Individuals who have sustained a traumatic brain injury (TBI) often have difficulties that can affect all aspects of their lives and, more specifically, can impair their ability to manage financial affairs. Navigating your finances after a TBI can be overwhelming and intimidating when there are different directions […]
July 22, 2014

Transparency on Both Sides

According to a recent survey, only 40 percent of investors indicated that their financial advisor(s) clearly explained how they are compensated. In this same survey – the Envestnet Fiduciary Standards Study – 52 percent of investors did not believe that all financial advisors were bound to a standard requiring them to act in the client’s […]