Videos

2017 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor.

There’s a War for Your Wallet!

There’s a war being waged for your wallet.  Fight the urge to splurge, spend wisely and win for your financial future.

Planning for Retirement

95% of Americans have not saved enough for retirement.  Have you saved enough?  Act now, your retirement is approaching.

Industry Changes: Investment News Interview

Watch this video to hear Debbie Taylor and Matt Ackerman of Investment News on how the financial services industry has changed and what Taylor Financial Group has done to succeed.

Empowering Women

We are helping women manage their finances and empowering them to take charge of their future with our personalized financial planning process, WealthMatch.  

Serving Women

We advise affluent women who are seeking guidance or are experiencing life transitions. Watch this video to learn more.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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