Sharon's Blog

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Outlook 2023: Finding Balance

Here is the link to LPL's 2023 outlook on the markets! A great read! https://view.ceros.com/lpl/outlook2023/p/1
Multiple dollars kept on the table

5 Things To Do Now To Promote Portfolio Success In 2023

Take advantage of Tax Loss Harvesting versus any gains you have. If your capital losses...
Photo credit: Shelby L. Bell

Embracing Minimalism: Simplify Your Life, Amplify Your Happiness

In a world filled with constant noise, clutter, and distractions, the concept of minimalism offers...
by cafecredit

Outlook 2024 from LPL Research

Here is a link to the 2024 LPL Research outlook! https://share.gainfully.com/of/sharon-herman-imsrc/content/5251506/outlook-2024-a-turning-point-levbxleuok/
A garden maze

What is a leading economic indicator and why is it important?

Often, investing terms can make you feel like you are lost in a maze of...
Thanksgiving dinner

How a good portfolio is like thanksgiving Dinner

Hello ladies and gents, yes, I’m going to talk about Thanksgiving! Mmmmm…. Thanksgiving. What’s not...
A sputnik

Investing In Uncertain Times

I know that many of you have been concerned about what will happen in the...
A graffiti wall art with a phrase “JUNK”

Your happy Place

I’ve talked about minimalism a bit on my website in the past. I guess it’s...
A shark

Market Volatility And You

2018 has been a year of market craziness! Down hundreds of points one day, up...