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Category: Invest Confidently

Are Women and Financial Strategies a Mismatch?

Are Women and Financial Strategies a Mismatch?

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

Are Your Investments Right for You?

Are Your Investments Right for You?

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 could be overfunding your long-term goals and sacrificing current lifestyle or underfunded and jeopardizing your long-term success.

Asset Allocation

Asset Allocation

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.

Why Dimensional

Why Dimensional

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. Continue Reading

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