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 …
Published by Taylor Financial Group Most people have a new year’s resolution that has something to do with losing weight, exercising more, or bettering themselves in some way. But equally as important, and growing more popular, is the resolution to become financially fit. Since many …
Published by Taylor Financial Group On October 13, 2016, we held our Annual Client Advisory Board (CAB) Luncheon, where we gathered with a small group of our valued clients to solicit critical feedback and discuss our plans for the future.
