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May 28, 2019, Markets React to Trade Talks

Written by Taylor Financial Group, LLC International reaction to U.S.-China trade talks leave markets stirred but not shaken. Reactions to statements by President Trump regarding the ongoing trade talks between the United States and China have caused movement across several financial market …

Why WealthMatch is Here to Stay

Recently, I was fortunate enough to attend the eMoney Advisor Summit in Dana Point, California, where we were able to learn about the latest techniques and benefits connected with WealthMatch, our financial planning software.  We believe – along with many others – that identifyi …

Is Diversification Making a Comeback?

Recently, LPL Financial published a Thought Leadership piece discussing the many benefits of diversification.  It highlighted the fact that, so far this year, we have seen that a diversified portfolio has benefited investors. 

Trump vs. Hillary – Who is Winning the Race?

Greetings from San Diego!  As I write this, I am attending LPL’s Annual Focus Conference with 4,000 other advisors, along with portfolio managers, economists and other investment professionals. 

Oh Where Oh Where Have the Rate Hikes Gone?

Published by Debra Taylor, CPA/PFS, JD, CDFA | August 01, 2016 The Fed has been talking about raising interest rates for the last few years, yet only one rate hike has actually come to pass (0.25% increase in December of 2015). 

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