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Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

Market Commentary

Market Commentary: Trump Signs New Stimulus Package as Vaccine Distribution Continues

The new stimulus package approved by the House and Senate was signed by President Trump Sunday night. The president had proposed upping the aid to individuals to $2,000 after the bipartisan agreement had been reached. Garnering support for that proposal would likely have proven difficult and economic urgency made signing the bill the logical choice. The need for additional support was evidenced by a 1.2% decline in disposable income (Figure 1).

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17 Things You Need to Know About the New Stimulus Package

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17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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How to Make Sense of Retirement and Estate Finance

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How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

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Market Commentary: New Support Package to Provide Assistance to Individuals, Businesses and More

Market Commentary

Market Commentary: New Support Package to Provide Assistance to Individuals, Businesses and More

The economic slowdown continues. Initial jobless claims climbed 885,000 last week. In the face of additional restrictions and heightened health risks, consumers have scaled back activity. Retail and food service sales dipped 1.1% last month (Figure 1).

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Debra Taylor Receives the Women’s Choice Award® 2021 for Providing Exemplary Financial Services to Women

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Debra Taylor Receives the Women’s Choice Award® 2021 for Providing Exemplary Financial Services to Women

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 Debra Taylor has earned the Women’s Choice Award 2021, demonstrating a strong commitment to providing exemplary services for female clientele.

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Debra Taylor, CPA/PFS, JD, CDFA, Wealth Advisor, Receives the 2021 Five Star Award® for Providing Outstanding Service

News

Debra Taylor, CPA/PFS, JD, CDFA, Wealth Advisor, Receives the 2021 Five Star Award® for Providing Outstanding Service

Debra Taylor’s was named a Five Star award winner for 2021 in December 2020. By earning this honor, Debra has shown an outstanding commitment to clients.

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Market Commentary: First Vaccines Roll Out as Unemployment Claims Remain High

Market Commentary

Market Commentary: First Vaccines Roll Out as Unemployment Claims Remain High

Initial jobless claims reached an 11-week high based on data reported last week. More than 850,000 workers filed initial unemployment claims (Figure 1). While processing delays around the Thanksgiving holiday affected the data, even after adjusting for the break it appears the economic lull continues.

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8 Things We Learned From Our 2020 Client Advisory Board

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8 Things We Learned From Our 2020 Client Advisory Board

Last week, Taylor Financial Group hosted our annual Client Advisory Board Meeting – Virtually this year!   As you probably know by now, every year we hold our Client Advisory Board (CAB) meeting , where we discuss all things Taylor Financial Group – where we’ve been, what we’ve been doing, and how we can create the best possible experience for our clients!  This year we had the pleasure of having our veteran clients join us, as well as some new ones.   What have we been up to? Glad you asked!  We have replaced our in-person workshops with monthly virtual webinars...read the full article

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Estate Planning for the Family Farm and Your Legacy

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Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land between the kids – can be one of the most complex parts of the journey.

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Year-End Tax Planning in 2020

Videos

Year-End Tax Planning in 2020

Join Jamie Hopkins, Director of Retirement Research at Carson, as he offers insight into how this year’s events might affect your financial strategy or estate plan.  Click Here to Watch the Webinar

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