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
Get in Touch
In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.
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 …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, There is a lot of pessimism in the markets right now. We know the list of concerns is long and includes an aggressive Federal Reserve agenda with a not-so-soft approach to a soft landing. Stagflation, ongoing China lockdowns, disrupted suppl …
By Debra Taylor, CPA/PFS, JD, CDFA™ ear Friends, Summer is finally here, but 2022 is still shaping up to be one of the worst years for investors ever. That’s the bad news. The good news is, the year isn’t over and we have several reasons why we believe the bulls shouldn’t throw in th …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, The S&P 500 is in a bear market, after closing on Monday, June 13th, with a greater than 20% decline from its recent peak. A look back at past bear markets shows that there is good news and bad news once the large-cap index has cr …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, Stocks rallied hard the week of May 31st, as the S&P 500 Index broke a seven-week losing streak in resounding fashion. That strong week was followed by last week’s losses, creating a see-saw effect that has everyone wonderin …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, After a late-month rally, we can say goodbye to the month of May, which now opens the door to June. Here’s the bad news, June is historically a weak month and it is actually the worst month of the year during a midterm year, down 1.8% …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, It has been a historically bad year so far for stocks. However, the S&P 500 Index rose 6% last week, a welcome relief to all. With lots of “market chatter,” we wanted to discuss Six Things to know regarding bear market …
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, …