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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

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Debra Taylor Speaks at Konica Minolta on the Importance of Investment Management

Franklin Lakes, NJ — October 13, 2017 — Debra Taylor of Taylor Financial Group spoke at the Konica Minolta headquarters in Ramsey, NJ on Wednesday, October 11th, as part of Konica Minolta’s Step Forward program, which was created to inspire women in professional excellence.  Step Forward, which launched in March 2015, has hosted many workshops, presentations and discussions, all with the mission to provide a forum for giving and receiving advice and support to women at all career levels. Read more

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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

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Debra Taylor is Featured in USA Today for Being Honored with the 2017 Women’s Choice Award

Franklin Lakes, NJ – August 15, 2017 – USA Today featured Debbie Taylor as a Women’s Choice Award® winner in their July 25, 2017 issue.  Debbie has received the Women’s Choice Award for Financial Advisors for five consecutive years!  USA Today highlighted Debbie as an “advisor women can trust.” Read more

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DEBRA TAYLOR ATTENDS AND PRESENTS AT HORSESMOUTH WOMEN’S CONFERENCE IN WASHINGTON, D.C.

Franklin Lakes, NJ — June 30, 2017 — Debra Taylor, CPA/PFS, JD, Wealth Manager and Principal of Taylor Financial Group, recently attended and presented at a conference hosted by Horsesmouth on women’s issues in Social Security and Medicare.  The conference was held in Washington, D.C. on June 15th and 16th. Read more

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DEBRA TAYLOR ATTENDS PEAK EXCELL CONFERENCE AND CARSON INSTITUTIONAL ALLIANCE PARTNER SUMMIT

Franklin Lakes, NJ — June 7, 2017 — Debra Taylor of Taylor Financial Group recently attended the Peak Excell Conference Spring 2017 and the annual Carson Institutional Alliance (CIA) Partner Summit, both of which were held simultaneously in Las Vegas, Nevada from May May 30th through June 2nd.  Industry professionals from around the country gathered to hear from various investment managers, industry leaders and motivational speakers about striving to create the best possible client experience and how to help create wealth for their clients.  Read more

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Debra Taylor, CPA/PFS, JD receives the Women’s Choice Award® as highly recommended Financial Advisor by Women for Women

Franklin Lakes, NJ – April 11, 2017 – Women’s Choice Award® has announced that Debra Taylor of Taylor Financial Group has received the Women’s Choice Award for Financial Advisors for the fifth year in a row! Read more

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Why doesn’t my portfolio have the same returns as the Dow?

Published by Taylor Financial Group

Q. Dear Debbie: Why doesn’t my portfolio have the same returns as the Dow?

A. You may have noticed some recent gains in the market, including a recent surge in the Dow Jones Industrial Average. So, if you are wondering why the Dow’s performance is up nearly 6.2% year-to-date and hitting record highs, but your portfolio isn’t reflecting the same thing, the answer is simple.  Your portfolio does not look like the Dow.  Nor does the Standard & Poor’s 500 Index or the NASDAQ.  In fact, the exceptional performance of the Dow is due to just a few stocks held within the 30 components of the Dow. Read more

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3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

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Is Your Financial Advisor a Fiduciary?

Published By Brett Carson

Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years. Read more