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A Blog From A Dog – Lucky Loves Tax Flexibility in Retirement Plans

Published by Taylor Financial Group

Dear Humans,

If you believe that being a dog is all upside, you would be incorrect. There are both negatives and positives to being a dog. Some of the main negatives include lack of variety (our owners somehow think we want the same meal for both breakfast and dinner every day) and lack of privacy (as the only large mammals in the house without proper bedrooms, we protest!).

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Blog

Taylor Financial Group Welcomes Tunde Nagy!

Published by Taylor Financial Group

Please congratulate and help us in welcoming our newest team member here at Taylor Financial Group, Tunde Nagy, Senior Client Service Associate. Tunde provides investment research to the wealth advisor and assists with various consulting and wealth planning assignments on behalf of clients.

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Blog

The Week Ahead – September 10, 2018 – 3 Top Secret Investment Tips

Curated by Debbie Taylor

It’s always interesting to hear the strategies that other professionals swear by!

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Market Commentary

Weekly Market Commentary November 19, 2018

After two straight weeks of 2%-plus returns, the S&P 500 was down 1.6% last week. Global stocks also declined, pushing the MSCI ACWI down 1.2% last week.

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News

Debra Taylor of Taylor Financial Group Teaches a Three-Day Workshop on Taxes and Best Practices

Dallas, TX (November 5, 2018) – Debra Taylor, CPA/PFS, JD, Wealth Manager, Certified Divorce Financial Analyst, Principal and Founder of Taylor Financial Group in Franklin Lakes, New Jersey, educated her peers in a 3-day tax and practice management workshop in Dallas, Texas.

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News

Taylor Financial Group’s Crusade to Empower Girls and Women with Their “Girls Who Code Club “Continues to be a Success!

Published by Taylor Financial Group

Waldwick, New Jersey (November 12, 2018) — Taylor Financial Group, LLC (TFG), a full service, woman-owned, financial advising and wealth management firm located in Bergen County, NJ, continues to give back to their community with the “Girls Who Code Club” for 3rd to 5th graders. The club meets at the Waldwick Public Library at 19 E Prospect St in Waldwick, NJ every Wednesday. With help from Debra’s son, Bobby, the club has seen a great outcome with each class filled to capacity. Bobby’s enthusiasm for robotics and coding has been a driving force in the club’s success.

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Market Commentary

Weekly Market Commentary November 12, 2018

The S&P 500 rallied for the second consecutive week as markets have recovered nearly half of the losses since late September. S&P 500 soared 2.1% last week. Global stocks rallied as well, but lagged U.S. stocks. The MSCI ACWI climbed 0.9%. The Bloomberg BarCap Aggregate Bond Index rose 0.3%, partly on hopes a split Congress will result in lower deficits. Read more

Blog

Trade Wars Hurt the Stock Market

Published by Taylor Financial Group

October was a rough month in the market, with a sell off of close to 10% despite generally positive earnings pronouncements and a generally very health economy. What gives? The trade war skirmish between the World’s two largest economies (US and China) presents enough potentially real economic damage and headline risk that the market has actually been held back all year and began showing additional stress in October.  In addition, international and emerging markets, which were due for a real comeback this year, have also struggled mightily under this Damoclean Sword.

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Blog

The Cat Column – 3 Myths About Health Savings Accounts

Published by Audra Taylor, Office Oracle

Dear Humans,

Health can be a tricky thing. Maybe you are sick and need to see a doctor. Maybe you are so fat that you can no longer make it through the cat door. Or maybe, just maybe, your favorite random human thinks that you need an annual checkup from the vet, even though there is absolutely nothing wrong with you! Like, literally, nothing is wrong with you!

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Blog

Debra Taylor of Taylor Financial Group Teaches a Three-Day Workshop on Taxes and Best Practices

Dallas, TX (November 5, 2018) – Debra Taylor, CPA/PFS, JD, Wealth Manager, Certified Divorce Financial Analyst, Principal and Founder of Taylor Financial Group in Franklin Lakes, New Jersey, educated her peers in a 3-day tax and practice management workshop in Dallas, Texas. The workshop gave Debra a platform to offer guidance and professional insights to her peers on the new tax laws and how they affect clients.

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