Start with Why

We all want to feel we are  in control of our destiny.  Whether in life, your career, or investing: a little introspection can help in success and fulfillment.  Simon Sinek’s Start with Why is an excellent read and had great influence in my move towards becoming an independent adviser.

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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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Sherrill Wealth Management Awarded 5 Star Quality Rating

March 18, 2013 Gardner Sherrill, principal at Sherrill Wealth Management in Bradenton, has been awarded a 5-star quality rating by Investor Watchdog and admitted to the Paladin Registry of financial professionals. Investor Watchdog uses a proprietary algorithm to measure the quality of adviser credentials, ethics and business practices. Professionals must score in the top 10 […]

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End of Life Decisions

I moved to Florida in 2000 at a time when Terri Schiavo’s case was gaining national exposure. If you don’t know this story you can review it by the link above. You will learn how important it is to take control of your end of life decisions.

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Estimating the Cost of College

It doesn’t take a degree in finance to see the cost of college continues to rise. In its 2010 report, the College Board reported that public four-year institutions raised prices 5.6% annually between the 2000-01 and 2010-11 school year. Put another way, a $5,000 education in 2000-01 is projected to cost $8,622 in 2010-11.

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