Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Published by Debra Taylor, CPA/PFS, CDFA, JD | June 13, 2016 Two weeks ago I had the good fortune of attending the 2016 Excel Conference in sunny Arizona.
Published by Debra Taylor, CPA/PFS, CDFA, JD | May 23, 2016 One big question in the financial world right now is whether to “sell in May and go away,” and the answer depends on your interpretation of the current stock market signals. Historically, during the summer months of May through Oct …
Published by Debra Taylor, CPA/PFS, CDFA, JD | May 16, 2016 I have always said that I try to invest alongside my clients, as I would never recommend a strategy that I don’t believe in. At Taylor Financial Group, we also try to explain, as best as we can, why certain strategies make sense fo …
Published by Ron Carson The U.K.’s dramatic vote to leave the EU was a powerful signal to every business leader: If you are not providing value beyond a doubt, you’re in trouble.
Published by Jake Bleicher and the Carson Wealth Investment Committee A strategic wealth management plan often focuses on investment allocation. Empirical evidence suggests that asset allocation explains 91.5% of return variation over time (Brinson, Singer & Beebower 1991). By that logi …
Published by Paul West | @PaulWestCoach I’ve been a working financial professional for 19 years. I’ve traveled a good amount of that time all across the U.S.; I’ve never freed up my schedule to commit to be a coach for my kid’s activities. This year was different. I agreed to help coach my …
