JUST A REMINDER OUR OFFICE AND THE MARKET WILL BE CLOSED THIS FRIDAY APRIL 2ND IN OBSERVANCE OF GOOD FRIDAY!
MARCH MADNESS 2021 FINAL FOUR FACTORS FOR STOCKS (NEW)
WELCOME TREVOR OUR NEW DIRECTOR OF OPERATIONS!
Director of Operations
Trevor brings 15 years of experience in investments and operations to TFG! We are so excited to welcome him to our team and we are looking forward to our clients working with him and getting to know him.
Trevor graduated from Marist College with a degree in Business Administration and a Minor in Psychology. He plans to complete his MBA from the Rutgers Business School in August 2021. Trevor lives in Cranford, NJ, with his wife and two children. In his free time, Trevor enjoys spending time with his family and friends, as well as playing golf.
CURRENT STATE OF THE MARKET
Weekly Market Commentary 03.29.2021
Personal Income Fell in February, Stimulus Clouds Underlying Economic Health
Published by The Carson Group, LLC
Slow improvement in economic data is being masked by the surging nature of government support. The gush of personal income growth in January was followed by a 7.1% decline in February. March will likely surge again with the latest round of stimulus. Employee compensation, which excludes government payments, was flat last month and has increased 0.2% over the last year…..Read More
SECOND QUARTER OUTLOOK (NEW)
2021 Second Quarter Outlook
Cetera Resource provided by Taylor Financial Group, LLC
More stimulus checks as economies open could provide a tailwind for Q2 economy, but does inflation loom?…. Read More
TAX DEADLINE POSTPONED (NEW)
Due Date for Federal Income Tax Returns and Payments Postponed to May 17
Resource Provided by Taylor Financial Group, LLC
Due to the unusual conditions related to the coronavirus pandemic, the due date for individuals to file 2020 federal income tax returns and make tax payments has been postponed by the IRS from Thursday, April 15, 2021, to Monday, May 17, 2021. No interest, penalties, or additions to tax will be incurred by taxpayers during this approximately one-month relief period for any return or payment postponed under this relief provision… Read More
MARCH IS IRA MONTH! DO YOU HAVE A PLAN TO MAKE YOUR 2020 AND 2021 IRA CONTRIBUTIONS? (NEW)
Fund Your IRA, Cut Your Taxes
Kiplinger Article Provided by Taylor Financial Group, LLC
As you get ready to tackle your 2020 tax return, make sure you haven’t overlooked one of the best ways to cut your tax bill and secure your future — funding a traditional IRA. (There is no upfront tax break for funding a Roth IRA.)….Read More
Roth IRAs… The Ultimate College Savings Vehicle?
Resource Provided by Taylor Financial Group, LLC
For some time now, the cost of a college degree has been rising at perilously high rates, and as a result, the dream of one day going to college, for many, remains just that… a dream. With college costs rising so dramatically, it’s no surprise that people are looking for new ways to save for these expenses….Read More
COVID-19 HEALTH AND WELLNESS (NEW)
How Will Behavior Change As More People Recieve Covid-19 Vaccines?
The Economist Podcast Provided by Taylor Financial Group, LLC
The World has stumbled through the pandemic by nationalizing risk. In countries overrun by infection, citizens have been ordered to stay home for weeks at a time. As vaccination programs spread, governments must gradually restore choice to the individual… Listen Here
The United States is now averaging 2 million vaccine doses administered per day!
The New York Times Article Provided by Taylor Financial Group, LLC
President Biden set a goal for the country shortly after taking office to administer more than 1.5 million doses a day, which the nation has now comfortably exceeded…. Read Here
“The happiness of your life depends upon the quality of
Determine how your retirement account compares to what you may need in retirement.
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, …