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Market Commentary

Weekly Market Commentary November 5, 2018

After a rough October, the S&P 500 went into rally mode last week. Positive rumors on trade and a general recognition that the investing environment remains positive boosted stocks. The S&P 500 soared 2.4%. Global stocks rose, too, pushing the MSCI ACWI 3.1% higher. The good news in stocks, along with healthy job growth, pushed the Bloomberg BarCap Aggregate Bond Index 0.7% lower.

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Charitable giving, tax deductions, financial advising

Monthly Newsletters

Pass the Turkey! – Financial Tips for the Season of Giving

As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner or your secret family recipe for cranberry sauce, and everything is intentional, or at least seems that way. Read more

Blog

A Blog From A Dog – 3 Scary Social Security Myths

Published by Coco Taylor

Dear Humans,

Unfortunately, it is not always easy to distinguish fact from fiction. Even as a dog, I often struggle to uncover the truth. For example, when my favorite human, Rob Taylor, told me that it was raining “cats and dogs” and we could not go for a walk, I initially believed him. Moreover, I agreed with his conclusion.

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Blog

Four Things Divorcing Couples Must Know Under the TCJA

Published by Taylor Financial Group

Going through a divorce is never a smooth and easy process but the new Tax Act further complicates things. Whether you are divorced for years, or just starting the process now, the Tax Cuts and Jobs Act (TCJA) contains some drastic changes that can affect your divorce. We have boiled it down to four major changes that you should be aware of.

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Monthly Newsletters

November MPL: Beneficiary and Estate Planning Month

Published by Taylor Financial Group

When was the last time you reviewed your estate plan or beneficiary designation(s)? Are your power of attorney and healthcare directive up to date? Did you know The TCJA majorly changed the estate and gift tax exemption? Have you been procrastinating making or updating your will?
We have prepared this short newsletter to provide you with actionable steps to review your current beneficiary designations and estate plans.  Ensuring these items are in order will help align your estate plan with your current wishes and will help you to avoid some of the common pitfalls of estate planning.

Market Commentary

Weekly Market Commentary October 29, 2018

The S&P 500 briefly declined more than 10% from its high, set on September 21, 2018, before rallying slightly. The “correction” has come during a period of economic strength and healthy profit margins. A number of other major indexes are now in a “correction,” as they have declined more than 10%. Read more

Blog

Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

Blog

4 Strategies to Help You Combat the New Salt Cap Under the Tax Cuts and Jobs Act

Published by Taylor Financial Group

Before the Tax Cuts and Job Act (TCJA) went into effect, homeowners in higher-taxed states (like New Jersey) were able to deduct unlimited state and local income taxes and property taxes, reducing their tax burden potentially up to 25%. These State and Local Tax Deductions (SALT) were previously unlimited until the TCJA was introduced, doing away with a major tax break for many property owners.  Taxpayers who reside in a high-tax state or who own a second home will certainly feel the burden more than the tax-friendlier states

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Blog

A Blog From A Dog – Coco’s 4 Best Places to Retire in the USA

Published by Coco Taylor, Director of Enjoyment

 

Dear Humans,

I’m not sure whether you are aware of this or not, but humans and dogs are not the same. Sure, there are some similarities between our two species. For instance, we both exercise (less than we should), sleep (more than we should), and love (exactly the right amount). However, there are also some major differences between us.

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Blog

The Benefits of a Roth Nest Egg

We have made no secret of our love of Roth IRA accounts. To name just a few perks, the money grows tax-free. The withdrawals are also tax free. Roth IRAs do not have required minimum distributions (RMDs).  They may provide more control and flexibility over your retirement funds.   And, even those who already participate in an employer-sponsored retirement plan can make contributions to a Roth IRA.

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