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Debra Taylor Recognized as a Top Financial Advisor

Debra Taylor, CPA/PFS, JD, CDFA, an independent financial advisor affiliated with LPL Financial at Taylor Financial Group in Franklin Lakes, has once again been recognized as a top advisor and admitted into the LPL Chairman’s Club. Read more

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Is there any way to avoid paying taxes on IRA conversions?

Q. Dear Debbie,

I converted my Roth IRA to a Traditional IRA in 2015 and the value has now fallen. Is there any way for me to avoid paying taxes on the conversion? Read more

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Debra Taylor Attends LPL Private Wealth Symposium

Franklin Lakes — Debra Taylor of Taylor Financial Group, an independent wealth management firm, attended LPL Financial’s Private Wealth Symposium at St. Regis Monarch Beach in Dana Point, Calif., from May 2-4. Read more

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Dear Debbie: Are Market Pullbacks Normal

Q. Dear Debbie,

Are market pullbacks normal? Read more

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Debra Taylor Earns Women’s Choice Award for Fourth Straight Year

Franklin Lakes — Debra Taylor of Taylor Financial Group was again honored with the Women’s Choice Award for Financial Advisors and Firms and was featured in USA Today, spotlighting her commitment to her female and couple clients. Read more

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Should I be selling some of my portfolio?

Q. Dear Debbie,

The market has been so volatile the last couple of months, should I be selling some of my portfolio? Read more

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Do positive S&P 500 Index results indicate my stocks are underperforming?

Q. Dear Debbie,

I have noticed that my portfolio seems to be underperforming versus the popular S&P 500 Index. Am I doing something wrong? Read more

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3 Reasons Why Robo-Advisors May Not Be for You

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

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5 Factors to Consider Before Investing in an ETF

There are now over 1,600 exchange-traded products available to investors, and total assets are quickly approaching $2 trillion. Traditionally, the primary way an investor could get access to a diversified portfolio of stocks was through a mutual fund. But today, many of these investment products mirror the overall market, providing very little differentiation. Read more

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Debbie was quoted in The Wall Street Journal: Pimco Pulls Out of Stock Strategies

Pacific Investment Management Co. said it would exit from two of its equity strategies and say goodbye to its chief investment officer of global equities, the latest setback for the bond behemoth’s long-running effort to expand in the world of stock-fund investing. Read more