All Posts by Gardner Sherrill

Five Simple Ideas for Tax Efficient Investing

​ Published in Bradenton Herald: September 27, 2016 By GARDNER SHERRILL  |Investor’s Column September 27, 2016 Five Simple Ideas for Tax Efficient Investing I’ve written fairly extensively over the past year about investing in expensive markets. If you believe, as I do, that the next five years may produce lower returns, then managing frictional costs […]

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2016 Small Business of the Year Award

The Manatee Chamber of Commerce has released the list of finalists for the 37th Annual Manatee Small Business of the Year Awards.The winners will be announced at an awards luncheon at 11:30 a.m. on Friday, Aug. 12 at IMG Academy Golf Club.The finalists are divided into four categories based on the company’s revenue: under $249,000; […]

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Brexit Highlights

​High-Level Takeaways· On June 23, British citizens voted roughly 52 percent to 48 percent in favor to leave the European Union.· Short term, we expect market volatility to pick up – Asian markets’ response and the Dow Jones Industrial Average futures swinging wildly overnight as the results came in may be a bellwether of what’s […]

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The Current Retirement Dilemma

​ June 7, 2016 The Current Retirement Dilemma Retirement planning is largely about setting expectations, trying to manage risks or uncertainties and increase the probabilities of a successful retirement as it is defined by each client. The Society of Actuaries accounts for 15 risks overall which they published inthis hyperlinked report. For today’s purposes I’m […]

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Retirement Alchemy: Turning After-Tax Plan Contributions into Roth Savings

​In medieval times, alchemists sought methods for transforming ordinary metals into gold. Today, just about every adult searches for a means of transforming savings into a retirement’s worth of income. Recently, they received help from an unexpected source – the Internal Revenue Service (IRS).In 2014, our nation’s tax collection agency engaged in a bit of […]

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Where is the Best Place to Retire?

​It all depends on you. Thanks to the Baby Boom generation, pre-retirees and retirees have a lot more options than did previous generations of Americans. There is a lot to consider before you decide where to live during retirement: your savings and investments, monthly income, family, friends, legacy, work options, weather, interests, health, and a […]

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