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Staying Calm

The markets have been crazy, with huge intraday swings and lots of panicky headlines.  Some are saying that the long-awaited bear market is finally here, that trade wars and fading fiscal stimulus are serving a death blow to already wobbly markets.  Nobody knows for sure what is to happen next.  Nobody.  So, we have no choice but to create a really good long-term plan, build our liquidity and rainy day funds (just in case we need the money) and to try to ignore the noise and distractions in the meantime.  Beyond that, what else can you consider? Read more

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VIDEO: How We Got to the Longest Bull Run in History

Published by Wall Street Journal
Wall Street is now in the longest bull market in history. How did it get there? WSJ’s Ken Brown walks us through the record-breaking bull run.  Read more

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Client Advisory Board Meeting Recap

On October 29th we held our annual Client Advisory Board and once again it was a great success! Our clients provided us with insightful feedback which we are excited to share with you (and which we intend to implement). Read more

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The Cat Column – Audra Evaluates the 4 States with the Lowest Overall Tax Burden

Dear Humans,

Tax season is coming! Tax season is coming! I mean, not for me, because I am a cat (and cats don’t pay taxes), but for humans. In fact, one of the best parts about being a cat is that we are virtually undetectable, masters of stealth, and the greatest super-spies the world has ever known (take that James Bond!).

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What Can We Expect from The Markets in 2019?

The markets have been extremely volatile this year, with over 60 days that the market has moved more than 1%. In October, the market gave up 8%, and November was also a volatile month. As December came around, there was an announced trade truce with Trump and Xi, so the markets were up almost 2% on Monday (12/3), and up over 4% the week before.

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A Blog From A Dog – Lucky Doesn’t Know What To Do with His RMDs

Published by Taylor Financial Group

Dear Humans,

I don’t know if you know this, but I recently celebrated my 11th birthday! It was an event filled with leftover Thanksgiving turkey and extra treats. However, with great age comes great responsibility (or something like that), and my newest responsibility is figuring out what I’m going to do with my required minimum distributions (RMDs).

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Three Things to Know About Emerging Markets

Published by Taylor Financial Group

Emerging markets have been in the news quite a bit lately, with all kinds of speculation surrounding its volatility. Last week, our team sat in on a call with Goldman Sachs Asset Management (GSAM), which featured portfolio manager Katherine Bordlemay giving great insight regarding Goldman’s emerging markets outlook heading into next year. Read more

Blog

The Cat Column – Working Longer Makes a BIG Impact

Published by Taylor Financial Group (And Oliver the Cat)

Dear Humans,

So I know what you’re thinking, “Oliver, you are a cat. You don’t work at all. Who are you to tell us that we should consider working longer?” Well, I am here to tell you that I am not just a cat, I am a hardworking individual. In fact, I probably work more than you do, because my work never ends. At the Taylor Financial Group office, I work full time as a Quality Control Specialist, inspecting, testing, and sampling materials (i.e. chairs, couches, mattresses, laps, etc.), for defects and any deviations from specifications (every object must be tested for its strength by gravity).

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A Post Thanksgiving Message: Three Things That Make Us Happy

Published by Taylor Financial Group

While managing our busy lives, the most important, and sometimes simplest of things, are easily forgotten. Unfortunately, an individual’s happiness is one of those simple things that is often overlooked. And now that Thanksgiving is behind us, most of us will move into our hectic Holiday planning.

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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more