Each day and week, we attempt to supply our clients with content that pushes them towards one major goal we have here at Sherman Wealth Management: education. We feel that the more our clients understand the concept behind both their budget and their portfolio, the more likely they are to fully commit to the appropriate principles and mindset towards their holistic financial plan.
In order to help your navigate easier, we have divided our content into three broad categories:
FINANCIAL PLANNING &
This is our collection of findings and thoughts on a variety of topics across the financial planning spectrum. From general education on retirement accounts to tips on talking to your children about budgeting, we want to be your go-to resource.
In this area, we dive deeper into some of our favorite topics in regards to stocks, bonds, and various other asset classes. In many ways, we see markets quite differently than other advisors may. We also strive to help educate our clients on a variety of topics in the behavioral finance arena as well.
Each day we attempt to share the articles that we find interesting and impactful. These include insights on investing and the economy, as well as timely personal finance issues, such as tax code changes. Be sure to sign up!