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The Week Ahead – April 6, 2020 The CARES Act, Coffee Chat 2.0 and April Economic Update

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The Week Ahead – April 6, 2020 The CARES Act, Coffee Chat 2.0 and April Economic Update

On Friday, March 27th, the President signed into law the  CARES Act , a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic.   The CARES Act includes provisions intended to help individuals and small businesses. The following resources are intended to provide general information to you about the main programs for individuals and small businesses.

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Client Announcement – Do you know how the CARES Act effects you?

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Client Announcement – Do you know how the CARES Act effects you?

On Friday, March 27th, the President signed into law the  CARES Act , a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic. The CARES Act includes provisions intended to help individuals and small businesses. The following resources are intended to provide general information to you about the main programs for individuals and small businesses.

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Do you have questions about the recently passed Stimulus Bill? – April 2, 2020

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Do you have questions about the recently passed Stimulus Bill? – April 2, 2020

As the stock market hit its lowest returns since the 2008 Financial Crisis, the government has stepped in as an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individual Americans and businesses impacted by the COVID-19 virus. 

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21 Things To Do In A Down Market – April 2020

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21 Things To Do In A Down Market – April 2020

We hope you and your family have been holding up well during this time of uncertainty. When the market is down, it’s normal to feel anxious about your 401(k) or other investments.

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The Week Ahead – March 30, 2020 Worse than 2008? Let’s Take a Look

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The Week Ahead – March 30, 2020 Worse than 2008? Let’s Take a Look

Over the past several weeks, investors have increasingly drawn parallels between the coronavirus crisis and that of the 2008 financial crisis, and the question is being asked: Is this another global financial crisis or will this all be over in several months?

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Basic Strategies for Retirement

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Basic Strategies for Retirement

Are you ready for retirement? Do you have a plan in place? Have you made any investments that are relatively certain to fund you in your advanced years? When it comes to investment strategies for retirement, most people could use a little

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The Week Ahead – March 23, 2020 Did you listen in on the Coffee Chat?

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The Week Ahead – March 23, 2020 Did you listen in on the Coffee Chat?

We understand how daunting this time is for the world and we are trying to provide you with helpful information during this time. Let us know if there is anything we can do to help you or your family. Last week, Debbie and Rob Taylor hosted a one hour virtual Coffee Chat for all clients to discuss the

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The Client Connection – March 2020

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The Client Connection – March 2020

The news about the spreading Coronavirus has indeed been scary and unsettling over the last two weeks or so. We have reached out to many of you, but our thoughts continue to evolve as we discover (and digest) new facts. Here are our brief thoughts to the questions that are on all of our minds

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WealthMatch Client Portal – Your Virtual Tool!

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WealthMatch Client Portal – Your Virtual Tool!

Taylor Financial Group Virtual Tools At this time, we are taking advantage of the many online interactive tools we have been using for years with our clients (such as GoToMeeting) that we use frequently. We have found these tools to be very convenient as it allows us to meet “face to face,” share documents, and converse, all with the comfort and security that these times require. Therefore, we want to take the time to highlight the various features you can access through our Client Portal in WealthMatch.

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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