After 16 years as a High Net Worth Private Banker I opened my firm in 2011 to create an unbiased and client-centered wealth management firm. As an independent advisor I can now solely focus on helping clients define and pursue their unique goals. Read More
Balanced Money | Balanced Life
Although 90% of women say they are the chief bill-payer and shopper at home, more than 70% believe they are behind schedule when it comes to saving for retirement.1,2 And a full 60% say they haven’t tried to calculate how much they need to save in order to live comfortably in retirement.3
If you don’t regularly measure your ability to fund your long-term goals and priorities, how would you know? Many banks and brokers will try to categorize you in a model based on a series of facts, assumptions and your risk tolerance. This might be sufficient but a generalized approach can leave you with doubt and anxiety. You […]
A business development company or BDC is a company that invests primarily in the debt or equity of private American companies, and has elected to be regulated by certain provisions under the Investment Company Act of 1940. A BDC combines the capital of many investors to own debt of or finance a portfolio of operating […]
A real estate investment trust or REIT is a corporation that combines the capital of many investors to acquire or provide financing for real estate. It offers the benefits of a real estate portfolio under professional management and generally does not pay corporate federal income tax. Distributions of at least 90 percent of taxable income must be paid […]
If you live in or have visited a big city, you’ve probably run into street vendors—people who sell everything from hot dogs to umbrellas in carts on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream.
Sherrill Wealth Management, (SWM) has access to thousands of investment choices without restriction or financial incentive. It’s natural to assume our clients would see the “best of the best” fund managers managing each asset class of their portfolio.