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Monthly Newsletters

January MPL: Budgeting Month

Published by Taylor Financial Group

As we have just turned the page to a New Year, there is no better time to review your spending, prepare a budget, and set savings and investing goals.   Our Monthly Planning Letter provides helpful tips. Read more

Blog

Some Key Thoughts on The Tax Act

Published by Taylor Financial Group

Most of us have been watching the twists and turns of the recently signed Tax Act with baited breath, wondering how the laws will affect us.  And, most of the waiting is done.  Read more

Market Commentary

Weekly Market Commentary January 16, 2018

Global stock markets continued their blazing 2018 pace. The S&P 500 climbed another 1.6% and is now up 4.2% for the year. Global stocks participated in the rally as the MSCI ACWI rose 1.2%. The Bloomberg BarCap Aggregate Bond Index slid 0.2% last week and is down 0.5% for the year. The risk-on approach by investors and greater optimism about the economy have pushed rates higher. Read more

Videos

Bucket Strategy

Published by Taylor Financial Group

Debbie explains the bucket strategy in this short clip from her presentation at the Konica Minolta headquarters. Read more

Blog

Do Beauty Products Equal Money Down the Drain?

Published by Taylor Financial Group (for women)

Although it’s sometimes challenging to do, I try to live minimally. It’s a way of life I try to show my children as well. Read more

Videos

Why We Love Working With Women

Hear what Debbie has to say about why we love working with women. Read more

Monthly Newsletters

January Monthly Newsletter: Holiday Spending

If you’re like many Americans, the recently passed tax reform and the continuation of the current bull market may have given you the confidence to dig a little deeper into your pockets for holiday spending. Newly released sales data showed retailer’s holiday sales increased 4.9% when compared to last year; the best holiday sales season since 2011.[1] While that may be good news for the retail sector that has seen several recent store closures, it’s probably not great news for the average consumer. Read more

Market Commentary

Weekly Market Commentary January 8, 2018

Global stock markets are moving along at a torrid pace. After a strong fourth quarter, the S&P 500 soared 2.6% last week. Global stocks did slightly better as the MSCI ACWI rose 2.7%. The Bloomberg BarCap Aggregate Bond Index dropped 0.3% last week. Read more

Videos

Risk Tolerance

Published by Taylor Financial Group

Debbie explains risk tolerance, how it changes, and how it affects a portfolio, in this clip from her presentation at the Konica Minolta Headquarters. Read more

Blog

Committing to Commodities in 2018

Published by Taylor Financial Group

We’ve all heard of corn, cotton, and coffee, which are basic commodities that we use every day.  But did you know that many Wall Street analysts are now looking at commodities as an attractive alternative investment vehicle? Read more