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Weekly Market Commentary – November 18, 2019

Market Commentary

Weekly Market Commentary – November 18, 2019

The S&P 500 continued to edge higher and closed Friday at another all-time high. News that U.S.-China trade negotiations continued to progress kept markets moving higher. U.S. economic news was mixed. Retail sales missed expectations but have still grown more than 3% over the last 12 months.

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Debra Taylor Presented Keynote Address for Thrivent Financial on November 4, 2019

News

Debra Taylor Presented Keynote Address for Thrivent Financial on November 4, 2019

Debbie Taylor presented the Keynote Address to 1,200 Thrivent Financial Advisors

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The Week Ahead – November 11, 2019: Debbie Delivers Keynote Speech

Blog

The Week Ahead – November 11, 2019: Debbie Delivers Keynote Speech

Last week Debbie was in Minnesota presenting the keynote address “How to Thrive During the Consumer Revolution” to over 1,200 Thrivent Financial Advisors.

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4 Ways To Improve Your Estate Plan

News

4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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Weekly Market Commentary – November 11, 2019

Market Commentary

Weekly Market Commentary – November 11, 2019

Last week was quieter following the multiple major data releases and Fed meeting the previous week. England and Australia left interest rates unchanged. U.S. and Chinese trade data showed both economies continue to struggle with the effects of a trade war.

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The Week Ahead – November 4, 2019: Sometimes Paying the IRA Penalty Makes Sense

Blog

The Week Ahead – November 4, 2019: Sometimes Paying the IRA Penalty Makes Sense

Paying the penalty may be worth it if the end result increases your assets. A case of a couple saving for retirement shows that a penalty is a small price to pay in building a bigger nest egg.

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5 Things We Learned from our Client Advisory Board

Blog

5 Things We Learned from our Client Advisory Board

For almost 10 years now, we have held an annual Client Advisory Board Luncheon where we get direct feedback from our clients. We invite our clients into our office to review everything we do, from marketing, communications and the services we offer. The goal is to determine from our client’s perspective what should we keep doing, what we should stop doing, and what we could improve. We know that we could never understand the client’s perception of the things we do. The Client Advisory Board allows us to get answers to questions that are rarely asked. Last week, we had...read the full article

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How to Maximize Your Giving with a Donor-Advised Fund

Monthly Newsletters

How to Maximize Your Giving with a Donor-Advised Fund

Many of us have memories of family giving practices. For some, it was that dime from your allowance that your parents said goes to the church. For others, it was the yearly (or more often) volunteering trip to help out at the local mission/soup kitchen. Or it might have been a policy of giving one toy to Goodwill for every new one you received as a gift. 

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October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”

Videos

October 28, 2019: Wealth Matters: “10 Year End Finance and Tax Tips”

Can you believe it’s already that time? Neither can we! Now is the time to examine your financial health and update your financial plans. Debbie offers advice on some important things to review that might make a difference in your year-end review and plans for next year. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.

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October 21, 2019: Wealth Matters: “6 Things to Do When Approaching Retirement”

Videos

October 21, 2019: Wealth Matters: “6 Things to Do When Approaching Retirement”

Today, Debbie gets into all things about investing and wealth. Listen for tips on how to avoid the retirement tax time bomb and keep your money in retirement. For a comprehensive review of your personal information, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice.

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