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Market Commentary

Weekly Market Commentary November 13, 2017

Global stock markets edged slightly lower after reaching new highs earlier in the week. The S&P 500 and the MSCI ACWI both slipped 0.2%. Bonds fared worse, as the Bloomberg BarCap Aggregate Bond Index shed 0.4%. Even with the slight decline, the S&P 500 and the MSCI ACWI are positive for November.   Read more

Blog

Takeaways from Our Annual Client Advisory Board Meeting

Published by Taylor Financial Group

As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting in the Autumn, where we discuss all things Taylor Financial Group – where we’ve been, what we’re doing, and how we can create the best possible experience for YOU!  Read more

Monthly Newsletters

November Monthly Newsletter – Tax Cuts and Jobs Act

Last Thursday House GOP leaders unveiled the Tax Cuts and Jobs Act (TCJA), a tax plan that proposes a broad overhaul to the corporate and individual tax system, building from the framework announced in September by the White House and House GOP leaders. The TCJA proposes to create more jobs, grow paychecks and bring fairer taxes to American families.[1]   Read more

Market Commentary

Weekly Market Commentary November 6, 2017

October produced another positive month for many major stock market indices, and the first few days of November pushed some to new highs. The S&P 500 rose 0.3%, the MSCI ACWI rose 0.6%, and the Bloomberg BarCap Aggregate Bond Index climbed 0.4%. The S&P 500 is now up more than 15% this year, and the MSCI ACWI has soared more than 18% since January.  Read more

Blog

Breaking Down the New Tax Legislation

Published by Taylor Financial Group

With tax reform becoming a main focus in Washington, and Republicans banking on a much-needed legislative victory, it is important to understand what may be happening over the next several months as it will affect all of our pocketbooks and our country as a whole.  Read more

Monthly Newsletters

November MPL: Beneficiary & Estate Planning Month

Published by Taylor Financial Group

Ensuring that your beneficiary designation are in order will help align your estate plan with your current wishes and will help you to avoid some of the common pitfalls of estate planning. Read more

News

Debra Taylor Attends Cetera Financial Group’s Wealth Management University

Semi-annual event serves as an intensive educational and networking opportunity for top advisors.

Franklin Lakes, NJ — October 25, 2017 — Debra Taylor, Wealth Manager and Principal of Taylor Financial Group, recently attended Cetera Financial Group’s Wealth Management University in Austin, Texas with over 200 other attendees.   Read more

Blog

What Could the New Tax Plan Mean for Your 401(K)?

Published by Taylor Financial Group

Talk of possible changes to 401(k) plans have created a lot of chatter lately.  Republicans are apparently discussing a proposal to decrease the amount of income you can save in your 401(k), while President Trump tweets that there will be no changes at all.  Read more

Market Commentary

Weekly Market Commentary October 30, 2017

Another week, another record. The S&P 500 edged up 0.2% to post another new record. The MSCI ACWI dropped 0.1% as a strengthening dollar pushed the value of international stocks lower for U.S. investors. The Bloomberg BarCap U.S. Aggregate Bond Index slipped -0.1%. Read more

Blog

Financial Planning is for Everyone

Published by Beth Schanou

Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more