Sherpa Financial Group Your Guide for Retirement

Your Journey. Your Legacy.

At Sherpa Financial, we believe the opportunities in retirement can be fulfilling. Working as a Certified Financial Planner and serving as a deeply trusted guide for retirees and those approaching retirement, we thrive on the challenges in this part of your journey.

Whether you are wondering if you'll have enough to retire, outlive your nest egg, concerned about tax issues during retirement, or concerned about leaving a family legacy, we are here to help navigate your way. Let's take the next step together.

May 22, 2012 @ 11:31 PM

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Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

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Lifetime Earnings

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