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 …
This Month, we saw a massive shift in society due to the COVID-19. As a result, the CARES Act has taken center stage and is our top priority at this time. We have created a free resource guide, a RMD updated guide and compiled multiple articles, videos and resources that we highly recommend …
On Thursday April 8, 2020, Debbie Taylor presented two separate webinars from her command station at home. Earlier in the day she presented to over 1,500 Thrivent Advisors on Taxes and Retirement Distributions. At 4:15pm the same day, she presented a Client Coffee Chat with her husband Rob …
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 …
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? Click Here To Read The Full Art …
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 …
Our operations include accessing your accounts, placing trades, rebalancing, and pulling and reviewing your tax information and transactions, among other things. We have in the past and are able to perform all these services from remote locations. Our operations are not slowed down in any w …
