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Market Commentary

Weekly Market Commentary September 18, 2017

Relief over hurricane Irma and renewed confidence in the economy pushed some stock indexes to new highs during the week. The S&P 500 soared 1.6% and the MSCI ACWI increased 1.2%. Both indexes hit new highs.The Bloomberg BarCap U.S. Aggregate Bond Index declined 0.5% on increasing risk that the central bank will raise rates one more time this year.

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News

DEBRA TAYLOR PRESENTS AS THE KEYNOTE SPEAKER AT ONESCO INSTITUTE 2017

Franklin Lakes, NJ — September 12, 2017 — Debra Taylor of Taylor Financial Group recently attended the ONESCO Institute 2017 Conference from September 7th through 9th, where she was the keynote speaker.  The ONESCO Institute is an annual conference for industry professionals from around the country, who join together to hear from industry experts and participate in workshops to help them create the best possible client experience.  Read more

Blog

Apple-Inspired Lessons for Success

Published by Taylor Financial Group

“The people who are crazy enough to think they can change the world are the ones who do.” –Apple’s “Think Different” Commercial, 1997

With the much-anticipated release of the new iPhone X right around the corner, we are reminded of the many lessons that Apple, a technology powerhouse, has taught us about business practices and innovation.  And Steve Jobs was the brains of it all.  Even though Jobs is no longer with us, Apple continues to apply the same principles and imagination upon which Jobs cofounded the company way back in 1976.  Think about it… Jobs had such intense imagination and vision that he was able to create Apple, the company and brand we know so well today, out of an idea that started in his parents’ garage!  We can all learn a lot from Jobs, but there are three lessons in particular that we believe can be useful to anyone – in business and in life. Read more

Blog

Fallout from Equifax Breach

143 million American consumers were affected by the data breach at Equifax, one of the nation’s three major credit reporting agencies. Read more

Blog

September Woes

Published by Taylor Financial Group

As we move deeper into September, it is a good time to remember the performance woes that this month has brought investors so many times before.  LPL Financial’s Research Team recently released an article which described September as a “banana peel month” and noted that some of the “largest dips tend to take place during this month.”  That being said, the article does point out that the economy is still strong and that there is no immediate cause for concern.  However, it does set an expectation that investors could see a spike in volatility simply because that has often been the case during this month in the past. Read more

Blog

Safeguarding Personal Information

Electronic theft of personal information is the fastest-growing crime in the United States, with more than two billion personal records stolen worldwide in 2016. Protecting your personal information is a key component to reducing the potential that your information may be stolen. Read more

Market Commentary

Weekly Market Commentary September 11, 2017

Markets couldn’t overcome concerns over North Korea’s test of a hydrogen bomb and the risks of Irma last week. While stocks rose on the news of a temporary debt-ceiling deal, for the week, the S&P 500 still slid 0.6%. Read more

Monthly Newsletters

September Monthly Newsletter – Conflict Avoidance in Estate Planning: Tangible Personal Property

An often overlooked aspect of estate planning is documenting how to distribute tangible personal property after death. Relatively speaking, it is much easier to divide financial assets among your beneficiaries. Read more

Monthly Newsletters

September MPL 2017: IRA Checklist Month

Published by Taylor Financial Group

When was the last time you reviewed your retirement plan?  There are many things to consider.  As summer has officially drawn to a close, what better time to refocus and review your retirement plan? Read more

Blog

Active vs Passive Management – Which One is Better?

Published by Taylor Financial Group

Investors are faced with many choices when making investments for their future.  One of the biggest choices, and most widely debated, is whether to make investments in active or passive investment strategies.  Read more