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 …
Dear Friends, J.P Morgan’s Global Strategists are predicting how the Russia-Ukraine war could affect the economy and when the next recession could arrive. Here are their top 10 predictions: 1. U.S. unemployment may go even lower than 3.5%. While the Fed projected that the U.S. unemploym …
Dear Friends, When Bob Doll (Chief Investment Officer of Crossmark Global Investments) published his annual list of “Ten Predictions for 2022” in early January, he had little way of knowing that the markets and global economy would soon be facing a “black swan” event in the form …
Dear Friends, Due to the Federal Reserve raising interest rates, the US Treasury yield curve has made headlines recently by inverting. An inverted yield curve is an unusual state in which longer-term bonds have a lower yield than shorter-term debt instruments. It is unusual as bonds with sh …
Budgeting and Debt-Management Month KICK THE NEW YEAR OFF RIGHT A 2022 Guide to Key Dates for Retirees Article Provided by Kiplinger Deadlines are relentless, whether for tax filings, health plan open enrollments, or required distributions from retirement savings. The clock is always tickin …
November is Retirement Planning Month Don’t Assume You’ll Pay Less in Taxes in Retirement Kiplingers Article Provided by Taylor Financial Group, LLC Today’s retirees have possibly more money than any previous generation – and this could mean they’ll also pay the most in taxes. This generati …
“Charitable Giving & Year-End Planning” Month 2022 TAX PLANNING CHECKLIST Provided by Taylor Financial Group, LLC Over the last year, we experienced an economic recovery from an ongoing global pandemic, a rash of supply chain issues, and new and pending legislation that affe …
