March Monthly Commentary

By Dominique Vitalis, Senior Client Service Associate  What a rebound in 2023 from the most unloved market ever!  Market performance in 2023 marked a clear departure from 2022, with several asset classes performing significantly better than they did in 2022 and well above most expectations. …

Taylor Financial Group Welcomes Ryan Detrick

To all who joined us at our 25th Anniversary event with Chief Market Strategist at Carson Wealth, Ryan Detrick, we want to express our heartfelt thanks for your participation. And for those who couldn’t make it, we hope the summary we include below brings you up to speed and provides …

Medicare Open Enrollment – January 1st – March 31st

If you turned 65 in 2023 (or are going to be 65 in 2024) and you haven’t started Social Security yet, now’s the time to apply for Medicare. Medicare has an open enrollment period each year from January 1 to March 31. If you apply for Medicare during this time, your benefits take …

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