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Stock Market

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.

September 12, 2017

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 […]
November 28, 2016

The Problem with “Buy Low, Sell High” Advice

Of the many common sayings in the finance industry, the most popular is undoubtedly “buy low and sell high.” While it sounds simple enough, it’s actually significantly more complex than it seems. Not Following the Herd Buying low comes from an investment philosophy known as value investing. The basic concept of value investing is to […]
August 10, 2016
playing it safe

Why Playing It Safe Could Hurt Your Retirement

A new survey from Bankrate indicates that many Americans hold quite a low view of the stock market. In answering what was the best way to invest money unneeded for at least 10 years, real estate (25%) and cash (23%) took the top spots, followed by the stock market and gold (16% each) in a […]
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 […]
November 18, 2015

How Diversified is your Diversification?

In November yet another firm fell victim to the growing Valeant fallout as Tiger Ratan Capital Fund LP fell 33% over the past three months, wiping out gains for 2015. Those losses stemmed from the fact that Valeant accounted for 20% of TRC’s U.S. holdings. But they weren’t alone. Many well-respected funds, including the mighty Sequoia […]
October 5, 2015

Donald Trump and the Benefit of Financial Foresight

Donald Trump’s current net worth – as he would be the first to tell you – is estimated to be between $2 and $4 billion, most of which he made through inheritance and real estate investments, along with other business dealings. An article in National Journal recently took a look at what might have happened […]
September 24, 2015

My Response To a Millennial’s Open Letter To CNBC

After the markets took an incredibly volatile ride on August 24th, zerohedge.com published this letter to CNBC from a millennial named Ryan, who wrote: “I’ve dipped my toes in the stock market this past year but after today’s action, I have to say I’m done. Forever. Gone. Don’t count on another dime of mine in the […]
September 18, 2015

3 Winning Strategies Investing and Fantasy Football Share

As the NFL season begins, millions of fantasy football fans are busy researching and drafting their teams. And this season, as in previous ones, fans will be wondering why some fantasy team managers just seem to have a knack for finding those sleepers and high upside players, while other managers routinely fail to understand and […]
September 10, 2015

Straight Talk about Volatility and Compound Interest – the Snowball Effect

Compound interest is, simply put, the interest you earn on the sum of both your initial investment and the interest that investment has already earned. Why is it important? Because your two potential advantages when it comes to maximizing potential earnings over time are: The power of compound interest Investing regularly through market highs and […]
August 27, 2015

Millennials – Time to Wake Up and Smell the Stock Market

On Monday, as things were heating up a bit, Cullen Roche tweeted “The stock market is the only market where things go on sale and all the customers run out of the store…” The problem is, many Millennials weren’t even in the store. Only 26 percent of people under age 30 own stocks, according to […]