Blog

Filter Blog by:

Blog

Why Worry About Algorithmic Trading?

Published by Taylor Financial Group

Algorithms and rule-based systematic trading systems have gone from representing nearly 30% of the market to now dominating up to 90% of market trades on any given day. How a computer algorithm views stocks is perhaps one of the most important factors driving a stock price today, but few people have any clue how it works, what algorithms think about their stocks, and why a stock may be moving up or down in price.

Read more

Blog

A Blog From A Dog – Lucky Loves Tax Flexibility in Retirement Plans

Published by Taylor Financial Group

Dear Humans,

If you believe that being a dog is all upside, you would be incorrect. There are both negatives and positives to being a dog. Some of the main negatives include lack of variety (our owners somehow think we want the same meal for both breakfast and dinner every day) and lack of privacy (as the only large mammals in the house without proper bedrooms, we protest!).

Read more

Blog

Taylor Financial Group Welcomes Tunde Nagy!

Published by Taylor Financial Group

Please congratulate and help us in welcoming our newest team member here at Taylor Financial Group, Tunde Nagy, Senior Client Service Associate. Tunde provides investment research to the wealth advisor and assists with various consulting and wealth planning assignments on behalf of clients.

Read more

Blog

The Week Ahead – September 10, 2018 – 3 Top Secret Investment Tips

Curated by Debbie Taylor

It’s always interesting to hear the strategies that other professionals swear by!

Read more

Blog

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) presents enough potentially real economic damage and headline risk that the market has actually been held back all year and began showing additional stress in October.  In addition, international and emerging markets, which were due for a real comeback this year, have also struggled mightily under this Damoclean Sword.

Read more

Blog

The Cat Column – 3 Myths About Health Savings Accounts

Published by Audra Taylor, Office Oracle

Dear Humans,

Health can be a tricky thing. Maybe you are sick and need to see a doctor. Maybe you are so fat that you can no longer make it through the cat door. Or maybe, just maybe, your favorite random human thinks that you need an annual checkup from the vet, even though there is absolutely nothing wrong with you! Like, literally, nothing is wrong with you!

Read more

Blog

Debra Taylor of Taylor Financial Group Teaches a Three-Day Workshop on Taxes and Best Practices

Dallas, TX (November 5, 2018) – Debra Taylor, CPA/PFS, JD, Wealth Manager, Certified Divorce Financial Analyst, Principal and Founder of Taylor Financial Group in Franklin Lakes, New Jersey, educated her peers in a 3-day tax and practice management workshop in Dallas, Texas. The workshop gave Debra a platform to offer guidance and professional insights to her peers on the new tax laws and how they affect clients.

Read more

Blog

A Blog From A Dog – 3 Scary Social Security Myths

Published by Coco Taylor

Dear Humans,

Unfortunately, it is not always easy to distinguish fact from fiction. Even as a dog, I often struggle to uncover the truth. For example, when my favorite human, Rob Taylor, told me that it was raining “cats and dogs” and we could not go for a walk, I initially believed him. Moreover, I agreed with his conclusion.

Read more

Blog

Four Things Divorcing Couples Must Know Under the TCJA

Published by Taylor Financial Group

Going through a divorce is never a smooth and easy process but the new Tax Act further complicates things. Whether you are divorced for years, or just starting the process now, the Tax Cuts and Jobs Act (TCJA) contains some drastic changes that can affect your divorce. We have boiled it down to four major changes that you should be aware of.

Read more

Blog

Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more