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Why doesn’t my portfolio have the same returns as the Dow?

Published by Taylor Financial Group

Q. Dear Debbie: Why doesn’t my portfolio have the same returns as the Dow?

A. You may have noticed some recent gains in the market, including a recent surge in the Dow Jones Industrial Average. So, if you are wondering why the Dow’s performance is up nearly 6.2% year-to-date and hitting record highs, but your portfolio isn’t reflecting the same thing, the answer is simple.  Your portfolio does not look like the Dow.  Nor does the Standard & Poor’s 500 Index or the NASDAQ.  In fact, the exceptional performance of the Dow is due to just a few stocks held within the 30 components of the Dow. Read more

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3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

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Is Your Financial Advisor a Fiduciary?

Published By Brett Carson

Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years. Read more

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Taylor Financial Group Workshops Now Being Offered at Mahwah Public Library

Franklin Lakes, NJ – March 8, 2017 – Debra Taylor, CPA/PFS, JD, CDFA, Principal and Founder of Taylor Financial Group in Franklin Lakes, NJ, has now expanded her financial planning workshop series covering various financial planning topics to the Mahwah Public Library, due to popular demand.  The series includes Women & Investing Workshops attended by women only, as well as Weeknight Workshops, which are open to allRead more

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Can I contribute to an IRA plan while contributing to my 401(k)?

Published by Taylor Financial Group

Q. Dear Debbie:  I participate in a 401(k) plan with my employer but I am also self-employed.  Can I contribute to an IRA plan while I am contributing to my 401(k)? Read more

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Debra Taylor attends LPL Focus 2016 Conference

Published by Taylor Financial Group

Media Contact:  Melinda Lugo
Email: mlugo@taylorfinancialgroup.com

DEBRA TAYLOR ATTENDS LPL FOCUS 2016 CONFERENCE Read more

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Debra Taylor Attends 2016 eMoney Advisor Summit

Published by Taylor Financial Group

Media Contact:  Melinda Lugo
Email: mlugo@taylorfinancialgroup.com

DEBRA TAYLOR ATTENDS 2016 EMONEY ADVISOR SUMMIT Read more

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6 Ways to Prepare for Retirement

Debbie was quoted in this article entitled “6 Ways to Prepare for Retirement” by Guideposts.com. Read more

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Can I contribute to an IRA plan while I am contributing to my 401(k)?

Dear Debbie,

Q.  I participate in a 401(k) plan with my employer but I am also self-employed.  Can I contribute to an IRA plan while I am contributing to my 401(k)? Read more

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4 Reasons Why Oil Won’t Rise Over the Short Term

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more