CALLING ALL CLIENTS! Post Election Strategies: How to Protect Your Wealth and What to Watch on Main Street, Wall Street and in Washington, D.C.
Are you thinking about your retirement and how this election will impact you, your family and your wealth? If you have questions about the market and how to manage through 2020 and 2021, Debra Taylor has the key facts you need to know before making decisions.
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,” …
August 1, 2019: The Fed Rate Cut and Portfolio De-Risking
Written by Taylor Financial Group, LLC Greetings, Prior to the Fed’s announcement on July 31, 2019, we reviewed most of our portfolios and we de-risked many positions and accounts.
