Category: Market Commentary

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    Debra and Rob Taylor Coffee Chat 2.0 Replay Video

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    Debra and Rob Taylor Coffee Chat 2.0 Replay Video

    On Thursday, April 8, 2020 , Debra and Rob Taylor presented a client Coffee Chat 2.0 about the CARES act, the current state of the markets and the impact the CARES Act has on client portfolios.

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    Debra Taylor – CARES Act message April 9th, 2020

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    Debra Taylor – CARES Act message April 9th, 2020

    Debra Taylor, CPA/PFS, JD, CDFA, Wealth Manager and Founder of Taylor Financial Group, speaks about the CARES Act and shares a special message with her clients on how to move forward.

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    Why Partner with Carson?

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    Why Partner with Carson?

    We are a Carson Partner. The reason for that is simple: trust. Carson Partners, and founder Ron Carson, have a mission to be the most trusted in financial advice. It’s why the company was founded. It’s what the company lives out. It’s why the company is one of the fastest growing in the industry.

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    How Can you Navigate a Volatile Market?

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    How Can you Navigate a Volatile Market?

    We’ve seen some intense market swings in the last few months, spearheaded by a crazy holiday week of ups and downs. These steep dips can cause worry amongst investors. But what does that mean exactly? Brett Carson, Director of Research, discusses how we can adjust our strategies in times like this.

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    5 Tips to Survive a Market Downturn

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    5 Tips to Survive a Market Downturn

    Check out this video for 5 tips to survive a market downturn.

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