Insights

Filter by:
College students financial advising

Monthly Newsletters

August Monthly Newsletter: 4 Financial Lessons Your New College Student Needs to Hear from You (and 2 Important Items for Parents)

As summer comes to a close, many parents and teenagers are packing up the station wagon (or hybrid crossover) for a trip that, for at least one passenger, is one way. You’re ready for this. You’ve done the shopping trips, you’ve packed the boxes, you’ve even shed a few tears. Now it’s time to send your child(ren) off to college. Read more

Blog

All Women Need to Take Control of Their Financial Future

Published by Taylor Financial Group (for women)

Scary statistic alert: since the 1990s, the divorce rate has doubled for the 50-plus crowd. Moreover, according to a 2018 report, “Own Your Worth” by UBS Global Wealth Management, most married women (56%) leave major investing and financial planning decisions to their spouse. The result? By leaving major financial decisions to their spouses, many women are left vulnerable when separation or death strikes.

Read more

Blog

Do You Know What a 529 Plan Is?

Published By Taylor Financial Group

Only 29% of Americans in a recent survey identified a 529 plan as an education savings tool. That means many people may be missing out on a great tax-free benefit. The survey results came from 1,004 interviews of U.S. adults conducted in April by ORC International’s CARAVAN Omnibus Services. Many factors, such as a respondent’s age, influenced her awareness of 529 plans. For example, 35% of Gen Xers correctly identified 529s, compared with only 27% of millennials.

Read more

Market Commentary

Weekly Market Commentary August 13, 2018

Concerns over declines in the Turkish currency and the risk of a trade dispute between the U.S. and Turkey pushed stocks lower last week. Turkey and the U.S. are sparring over the jailing of a U.S. pastor by Turkey. Read more

Market Commentary

Weekly Market Commentary August 6, 2018

U.S. stocks rallied, while global markets lagged. The S&P 500 rose 0.8%. Global stocks slipped as the MSCI ACWI fell 0.2%. The Bloomberg BarCap Aggregate Bond Index rose 0.1%. Read more

Monthly Newsletters

August MPL: Back to School Month

Published by Taylor Financial Group

As summer draws to a close and we get ready to see our children (and grandchildren) go back to school, we have prepared this short newsletter to provide you with a few tips to get financially ready for the coming school year.

Read more

Blog

When to Start Teaching Your Kids About Money

Published by Taylor Financial Group (for women)

A recent report by RBC Wealth Management found that high-net-worth investors start their structural financial learning – instructions from family members, directions from advisors, or suggestions from financial literacy programs – at age 27. Read more

Blog

Health is Wealth

Published by Taylor Financial Group

At the end of the day, we all strive to be healthy. I do my best to stay healthy by jogging, lifting weights, and eating foods that are good for my body. However, remaining healthy goes much deeper than this.And, since health care can become quite an expensive burden, it’s important to make every effort you can to stay as healthy as possible. Here are 5 tips to help you save on health care. After all, health is wealth, right? Read more

Market Commentary

Weekly Market Commentary July 30, 2018

Strong U.S. economic growth made additional interest rate hikes likely. The likelihood of additional hikes and weak earnings from a couple key technology companies was not enough to overcome positive news earlier in the week on trade between the Europe Union and U.S. Discussions are moving forward to rescind the announced metal tariffs and reduce tariffs on industrial goods. The S&P 500 rose 0.6% for the week. Global stocks, as measured by the MSCI ACWI, climbed 0.9% higher. The Bloomberg BarCap Aggregate Bond Index dropped 0.2%.

Read more

Blog

Maximizing Your Social Security Makes a Big Difference

Published by Taylor Financial Group

How do you picture yourself spending your years in retirement? Travelling, gardening, or spending time with grandchildren? No matter how your retirement daydreams play out, you should know that maximizing your Social Security is critical to making the most of your retirement income! Read more