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Weekly Update August 22: A Rather Bullish Development

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 …

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Trade Wars Hurt the Stock Market

Published by Taylor Financial Group October was a rough month in the market, with a sell off of close to 10% despite generally positive earnings pronouncements and a generally very health economy. What gives? The trade war skirmish between the World’s two largest economies (US and China) pr …

Stay the Course: The Perils of Market Timing

Published by Taylor Financial Group While the U.S. stock market is in its ninth year of the second longest bull market in history, the slide in the major indices in the last couple of weeks may have made you nervous. It’s been two years since we have seen this type of turbulence, so it can …

Takeaways from Our Annual Client Advisory Board Meeting

Published by Taylor Financial Group As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting in the Autumn, where we discuss all things Taylor Financial Group – where we’ve been, what we’re doing, and how we can create the best possible experience for YOU! 

Breaking Down the New Tax Legislation

Published by Taylor Financial Group With tax reform becoming a main focus in Washington, and Republicans banking on a much-needed legislative victory, it is important to understand what may be happening over the next several months as it will affect all of our pocketbooks and our country as …

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