Posted on August 5, 2020
Financial advisors who have long relied on regular client communications to drive their businesses are stepping up their game to proactively reach out to customers during these uncertain times. Largely unable to meet with consumers face-to-face, firms are making more frequent use of the tel …
Posted on April 14, 2020
Debra Taylor presented the Keynote Address to 1,500 Thrivent Financial Advisors
Posted on March 11, 2020
Debbie Taylor’s 2020 Five Star Wealth Manager Award will be featured in The Wall Street Journal in a special section on February 26th, 2020. Debbie was named a Five Star award winner in January of 2020. By earning this honor, Debbie has shown an outstanding commitment to clients. As such, i …
Posted on March 6, 2020
In theory, the swiftly disappearing yields on municipal bonds should be deterring the little buyers like Greg Fazakerley who dominate the $3.8 trillion market.
Posted on February 19, 2020
WomenCertified Inc., home of the Women’s Choice Award identifies Financial Advisors and Firms based on rigorous research focused on 17 points of objective criteria, in addition to references of validation from the advisor’s peers and/or superiors. As such, it is an honor to announce that De …
Posted on January 28, 2020
Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
