The Week Ahead: July 26, 2021: Market Update, Investment and Portfolio Month, COVID-19 update, all this and more in The Week Ahead!
Article By Carson
CURRENT STATE OF THE MARKET
Weekly Market Commentary 07.26.2021
Economy Reacts to Recent Upward Trends in COVID Cases, Unemployment Claims, and Stocks
Published by The Carson Group, LLC
The more contagious Delta variant has contributed to a 172% increase in U.S. COVID-19 cases over the last two weeks. The spike is raising concerns some social distancing measures may be reenacted. Initial jobless claims are increasing. Last week claims jumped above 400,000 after staying below that threshold for several weeks….Read More
DO YOU HAVE CHILDREN OR GRANDCHILDREN PREPARING TO GO TO COLLEGE?
How Will You Fund Your Child Going To College?
Checklist Provided by Taylor Financial Group
(Review These Items 2-3 Years Before Your Child Leaves For College)
Complacency is no longer an option when you look at a check with several commas and realize that depositing it into an existing checking or savings account must be a temporary measure only. The opportunity cost on such a large amount of money earning zero or low interest could amount to hundreds of dollars per day, leading to the urgent question “What shall I do with this?”….Read More
10 Facts You Must Know about Recessions
Kiplingers Article Provided by Taylor Financial Group, LLC
It’s official. The Pandemic Recession that began in February 2020 ended in April of last year, according to the Business Cycle Dating Committee of the National Bureau of Economic Research (NBER), which is the arbiter of these things. Although it was the shortest downturn in U.S. history, the economy is still recovering from the nearly 21 million jobs that were lost during the slump…..Read More
GOLF CLINIC DAYS WITH TAYLOR FINANCIAL GROUP
Each Golf Clinic is assigned on a first-come-first-serve basis so RSVP ASAP! And don’t forget Happy Hour (Or some extra holes after the clinic – up to you!)
Wednesday, August 4th, 8:45 – 9:45 am (Driving Range)
Wednesday, August 11th, 5:00 – 6:00 pm (Putting)
E-mail AnnMarie at [email protected] to reserve your Wednesday Clinic Tee Time with Rob, Debbie, or the team!
ARE YOU RECEIVING THE MONTHLY CHILD TAX CREDIT PAYMENTS? (ICYMI)
What to Consider if You Receive the Monthly Child Tax Credit Payments
Carson Article provided by Taylor Financial Group
The monthly distribution was a change that came with the American Rescue Plan earlier this year – which also raises the credit to $3,600 for each child under 6 and $3,000 for children ages 6 to 17. The credit was $2,000 for each child in 2020. However, rather than receiving the $3,600 or $3,000 as part of your annual tax filing, most Americans will receive monthly payments of $300 each month between now and the end of the year, totaling $1,800. You will then receive the rest of the tax credit as part of your annual filing…Read More
3 Methods to Not Run Out of Money
What's the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
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 …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, A historically weak quarter, six months, and year for both stocks & bonds, is now behind us. With stocks and bonds both showing weakness, even a well balanced portfolio didn’t stand a chance for positive returns. As most of …
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By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, When the markets correct, it can be confusing and even frustrating. There are, however, opportunities in every market, if you move boldly and with thought. With that being said, below we review the Nine Key Opportunities that could be …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, With the S&P 500 Index in correction territory (down more than 10% from the previous peak) investor anxiety levels are understandably elevated. The market faces a number of threats, including inflation, a hawkish Federal Reserve, …