Category Archives for Invest Confidently

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 […]

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What is a BDC?

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 […]

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What is a non-traded REIT?

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 […]

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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.

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Why Dimensional

Potrait of Gardner Sherrill

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.

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