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 …
As you may know, The CARES Act (Coronavirus Aid, Relief and Economic Security Act) was signed into law on Friday March 27, 2020. The Act provides $2.2T of economic relief to individuals and businesses all across the United States. Although there are many provisions within the 883-page Act, …
As the stock market hit its lowest returns since the 2008 Financial Crisis, the government has stepped in as an attempt to boost the economy. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) produces roughly $2 trillion in relief funding, tax breaks and loans for individua …
We hope you and your family have been holding up well during this time of uncertainty. When the market is down, it’s normal to feel anxious about your 401(k) or other investments. We invest your money and help build financial plans with a long-term outlook but even so, we understand that it …
The news about the spreading Coronavirus has indeed been scary and unsettling over the last two weeks or so. We have reached out to many of you, but our thoughts continue to evolve as we discover (and digest) new facts. Here are our brief thoughts to the questions that are on all of our min …
Taylor Financial Group Virtual Tools At this time, we are taking advantage of the many online interactive tools we have been using for years with our clients (such as GoToMeeting) that we use frequently. We have found these tools to be very convenient as it allows us to meet “face to face,” …
We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
