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Investment

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 29, 2016
actively managed

Don’t Expect to Win With Actively Managed Funds

This article was originally published on NerdWallet.com Trying to pick individual stocks is a losing game, and this doesn’t just apply to individual investors. It’s also true for professionally run, actively managed mutual funds. Actively managed funds are tasked with picking a collection of stocks and bonds that will outperform market indices, or benchmarks, such as […]
August 25, 2015

Has the Internet Replaced Personal Financial Advisors?

With the wealth of information readily available online, it’s easy to feel that we’re all experts about everything. From scouring the finance blogs and Twitter for the latest “surefire” ways to beat the market, to diagnosing our aches on WebMD, to grilling along with Bobby Flay on YouTube, it can seem like we have almost […]
June 9, 2015

5 Important Planning Tips for New Parents

Expecting a visit from the stork soon or has it already dropped off a new bundle of joy? If so, you know the full range of emotions that come with a growing family. Along with the love and excitement you feel with a new baby boy or girl, comes the pressure of new responsibilities and […]
March 9, 2015

Why Reducing Your Tax Refund is a Good Thing

With tax day fast approaching, many people are counting on receiving a big check back from the Government. While you’re probably looking forward to this windfall, there are reasons why you may wish to minimize your end-of-year refund. Why Big Refunds are Bad Taxes are refunded to you when the Government takes too much of […]
January 12, 2015

5 Big Picture Things Many Investors Don’t Do

These simple strategies can make a big impact on your long term portfolio. Investing and finances can be overwhelming and confusing. Having so many options available, how is an investor to choose which direction to go. For those who seek to understand, it can become paralysis by analysis, where the more you study, the more […]
November 17, 2014

Mitigating Your Investment Volatility

Volatile markets can be unsettling. You work hard for your money and even losing money on paper, to market fluctuations, can make you want to put all your cash under the mattress. In reality most investments will have volatility. Fixed rate products like CD’s may not have volatility, but will have their own risk of […]