The Week Ahead: June 28, 2021: Market Update, Family & Summer Savings Month, COVID-19 update, all this and more in The Week Ahead!
Article By Carson
CURRENT STATE OF THE MARKET (NEW)
Weekly Market Commentary 06.28.2021
Home sales dip, wages rise as June jobs report looms
Published by The Carson Group, LLC
The challenge of higher prices is starting to weigh on home sales. New and existing home sales both dipped last month while the median price of existing homes sold topped $350,000 for the first time. Vacation home sales jumped 57.2% over the last year….Read More
JUNE IS FAMILY & SUMMER SAVINGS MONTH (NEW)
Resource provided by Taylor Financial Group, LLC
Getting divorced is stressful and we want to make sure that important emotional conversations don’t crowd out necessary conversations about finance, legal, and logistical issues. We have compiled some resources to keep you on track and prepared as you navigate this transition…. View Content Pack
How does Social Security work when a spouse dies?
AARP Video Provided by Taylor Financial Group, LLC
When a Social Security beneficiary dies, his or her surviving spouse is eligible for survivor benefits. A surviving spouse can collect 100 percent of the late spouse’s benefit if the survivor has reached full retirement age, but the amount will be lower if the deceased spouse claimed benefits before he or she reached full retirement age…..Watch Here
DIAL INTO OUR VIRTUAL OFFICE HOURS
FOR CLIENTS, PROSPECTS, FRIENDS & FAMILY (NEW)
Every Monday from 4:15pm – 5:00pm EST
Office hours will return again Monday, July 12th!
Our “Office Hours” are exclusive to clients, prospects, friends, and family who would like 1-on-1 access to Debra Taylor and her opinions on the current state of the markets and how that might impact you and your family!
Debra will begin each session by discussing the markets briefly and then open up the floor to questions from the audience. We hope for this to become a place for people to connect each week and discuss important financial topics on their minds!
Questions can be asked LIVE during office hours or sent to AnnMarie in advance!
UPCOMING WEBINAR (NEW)
Second Quarter of 2021 Review and a Look at the Year Ahead!
**Due to the holiday we are moving from the first to the second Thursday of the month**
Join us Thursday, July 8th at 4:15 pm EST!
Debra Taylor, Lead Wealth Advisor, will speak about the major themes in the financial markets from Q2 and how to help improve your wealth and investments in 2021 and beyond.
Here’s what Debbie will address:
2nd Quarter Review, current market trends and where they could take us in the coming months
Major tax changes under the Biden Administration and how they may impact your future planning
Investments to consider for 2021
Ways to help improve your wealth in 2021 and beyond
TEE OFF WITH TAYLOR FINANCIAL GROUP (NEW)
You are invited to “Tee Off” with Rob Taylor, Senior Wealth Advisor of TFG, at the Ramsey Golf & Country Club!
Each tee time is limited to 3 spots (plus Rob), so please let us know your availability soon so we can secure your spot!
Wednesday, July 14th (Closed-Out!)
Wednesday, July 28th, 5:00 pm
Each Golf Outing offered is assigned on a first-come-first-serve basis so RSVP ASAP!
E-mail AnnMarie at [email protected] to reserve your Wednesday Tee Time with Rob Taylor!
DON’T KNOW HOW TO PLAY GOLF? NO PROBLEM! NOW OFFERING GOLF CLINIC DAYS (NEW)
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, July 7th, 8:45 – 9:45 am (Driving Range)
Wednesday, July 21st, 5:00 – 6:00 pm (Pitching)
Wednesday, August 4th, 8:45 – 9:45 am (Driving Range)
Wednesday, August 11th, 5:00 – 6:00 pm (Putting)
WELCOME MOLLY OUR NEW CLIENT SERVICE & ADMINISTRATIVE ASSISTANT (NEW)
Client Service & Administrative Assistant
Molly joined Taylor Financial Group, LLC in June 2021, and works as a Client Services and Administrative Assistant. Molly is a recent graduate from the University of Oklahoma, where she obtained her Bachelors of Business Administration in Marketing and Healthcare Business and a minor in Dance History. Prior to joining the TFG team, Molly interned with Fred Jones Jr. Museum of Art as their marketing and public relations intern, as well as interned with The Performing Arts Project as their marketing and administrative intern.
Molly lives in Ringwood, NJ, with her parents and three brothers. In her personal time, she enjoys dancing, choreographing, and teaching at dance studios in the area, as well as rooting for her Oklahoma Sooners sports teams.
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 …
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, …