Insights

Weekly Market Commentary January 21, 2019

Stocks continued to post strong weekly gains. The S&P 500 gained 2.9%, following last week’s 2.6% increase. Read more

Q1 2019 Quarterly Market Update

Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
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Volatility in the Market

Since the start of the fourth quarter, volatility has become the new normal in the market.  According to The Wall Street Journal (WSJ)*, over the past month the Dow Jones Industrial Average (Dow) has averaged a 600-point intraday swing, with that swing never going below 200 points on any given day. Volatility has a tendency to beget volatility, so the main thing that investors can count on now is that volatility will likely stay in the market.

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Dog Blog – A Tribute to Lucky, We will Miss You!

This week’s Pet Blog is unlike all the other blog posts that have been written thus far. This week’s Blog From A Dog will commemorate a wonderful member of the Taylor Financial Group team and the Taylor family household, Lucky Taylor (2008-2019). Read more

Weekly Market Commentary January 14, 2019

After enduring a number of big swings in the market, investors benefited from a steady uptrend in stocks last week. The S&P 500 gained 2.6%, and only a tiny loss on Friday stopped the index from rising every day. The gains came steadily as there were no moves of more than 1% last week. Read more

Three Things to Remember When Thinking About the Markets

Over the past few months, investors have become increasingly more nervous about the current state of the market. Volatility has increased and the incredibly bullish year of 2017 (and early 2018) seems farther and farther in the rearview. Among all the emotion and swirling media narratives, it is now more important than ever to stay calm and rely on data when making investment decisions.

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11 Steps for Annual 401(k) Checkup

Now that the New Year is here, it is time to make (and keep) a few financial resolutions, particularly as it pertains to your retirement planning!  See the eleven tips below to help get 2019 off to a financially rewarding start!

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Weekly Market Commentary January 07, 2019

The stock market wrapped up 2018 and began 2019 with a couple of big swings as investors reacted to a series of major announcements. On Wednesday evening, Apple warned iPhone sales in China were below expectations. The news sent stocks lower on Thursday, but those losses were erased when stocks soared after an extremely strong jobs report and indications of a more flexible Federal Reserve. Read more

How to Save More in 2019

The start of a new year always brings with it new personal goals – lose a few pounds, go on regular date nights with your significant other, get rid of a bad habit or create more good habits. Of course, many of our goals revolve around finances.

In fact, 37 percent of U.S. adults said their New Year’s Resolution was to save money or save more money in 2018, according to YouGov. One of the few ways to keep that promise to yourself is to pre-plan. Losing weight? Invest in that gym membership. More dates? Buy a gift certificate to your favorite restaurant. But how do you plan to save more this year? Read more

Dog Blog – 3 Winners and Losers of the New Tax Act

Dog Blog – 3 Winners and Losers of the New Tax Act

Published by Lucky the dog

Dear Humans,

Every day is made up of a series of wins and losses. For instance, yesterday my two main “wins” were chasing after Audra the cat until her tail got all puffy, and sneaking behind Rob Taylor to eat some of my sister Coco’s dinner! Her kibble always tastes so much better than mine (even though it comes from the same box). However, some losses include the bitter cold weather that I had to endure during my nighttime walk (no coat is fluffy enough to handle that) and Rob pulling me away from Coco’s kibble mid-bite (which was very rude).

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