By Debra Taylor, CPA/PFS, JD, CDFA™ Investors cheered as the The S&P 500 was up >12.5% the past month. Previous big months have usually lead to better than average returns. Yes, during the tech bubble burst this didn’t work, but most other times the past 60 years have been rat …
The Week Ahead Your Weekly News and Updates July 7, 2020 It’s going to be quite a while before anyone sees “Hamilton” onstage again. But there’s now another option: Disney Plus started streaming a filmed version of the stage production on July 3. The plan was a pandemic-prompted shift: Just …
The Week Ahead Your Weekly News and Updates June 29, 2020 Friday, July 3rd, Taylor Financial Group will be closed in observance of the Independence Day Holiday. Need a Patriotic Movie to Watch on the Fourth of July? 1776 is a classic musical that follows the Founding Fathers as they sing th …
The Week Ahead Your Weekly News and Updates June 22, 2020 Taylor Financial Group, LLC hopes you had a Happy Father’s Day! “The quality of a father can be seen in the goals, dreams and aspirations he sets not only for himself, but for his family.” – Reed Markham EXCLU …
The Week Ahead Your Weekly News and Updates June 15, 2020 EXCLUSIVE CLIENT ONLY WEBINAR: THURSDAY, JULY 2, 2020 AT 12:30PM! Exclusive Client ONLY Event: On Thursday, July 2 at 12:30pm, Candice Tse from Goldman Sachs on this Webinar, this time for clients only: After the Run Up: Goldman Sach …
The Week Ahead Your Weekly News and Updates June 8, 2020 I cannot remember a time when I’ve seen such a widespread disparity between what is happening in the economy and what is happening in the stock market. Let’s take a moment to briefly outline the situation using hard data. The unemploy …
The Tax Gotchas at the Four Stages of Retirement (Including the SECURE Act) Most couples think that, by moving into retirement, the hard work is done. But the federal government ensures that’s never the case! There are plenty of tricky tax rules and regulations that make handling finances i …
