1156 Search Results for:

  • What to Expect From Low Volatility Investing: Insight into QBI Strategies

    Posted on March 2, 2021

    During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value investing seemed to make a comeback as COVID-19 vaccines arrived.

    Read more
  • Market Commentary: Vaccine Distribution, Stimulus Package Driving Economic Growth Estimates

    Posted on March 1, 2021

    The impact of government stimulus checks continues to permeate economic data. Personal income rose 10% in January, and disposable income rose 11.4%. Where did the money go? It primarily bought goods or was saved. Goods spending rose 5.8% in January, and the personal savings rate jumped to 20.5% from 13.4% the previous month (Figure 1). Limits on activity continue to pressure services spending, which rose only 0.7%.

    Read more
  • The Week Ahead: February 22, 2021: Register for our upcoming client only webinar, Market update, Tax month, key deadlines, COVID-19 update, all this and more in The Week Ahead!

    Posted on February 26, 2021

    The Week Ahead Your Weekly News and Updates February 22, 2021

    Read more
  • FWIS 2.22 A large stimulus package carries several knock-on-effects, including the need to eventually raise taxes

    Posted on February 26, 2021

    Dear Friends, As you probably know, President Biden has proposed numerous spending programs that would cost almost $2T. A large stimulus package carries several knock-on-effects, including the need to eventually raise taxes. In addition, so much spending could also increase inflation. To meet the spending needs, tax revenue would need to be generated. The almost $2 Trillion economic support package will undoubtedly add to the U.S. budget deficit and increase the debt-to-GDP ratio. Goldman Sachs is projecting a 20% to 30% increase in the debt-to-GDP ratio from 2019 to the end of 2021, eventually reaching 120%-130% by 2030. (This is the…read the full article

    Read more
  • FWIS 2.16 We start 2021 still tackling many of the major challenges from 2020.

    Posted on February 26, 2021

    Dear Friends, We start 2021 still tackling many of the major challenges from 2020. The COVID-19 pandemic has continued on, affecting livelihoods and economies around the World. While most of the World experienced a recession in 2020, we expect economic growth to re-accelerate in the USA in 2021 as the COVID-19 vaccine rollout gains momentum. Many believe GDP growth in 2021 could exceed 5% for developed markets and roughly 6% for emerging markets. However, the numbers largely reflect a cyclical catch-up from global recessions last year, and mask substantial variations by country. Growth will be underpinned by interest rates which…read the full article

    Read more
  • Ways to Reduce Your Taxes Before You File This Year

    Posted on February 26, 2021

    You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year. Click Here to Watch the Webinar

    Read more
  • Ways to Reduce Your Taxes Before You File This Year

    Posted on February 26, 2021

    Ways to Reduce Your Taxes Before You File This Year Tax season is here, but don’t worry – there are still ways to reduce your taxes before you file.   Carson’s Director of Retirement Research Jamie Hopkins, Wealth Planner Ryan Yamada and Vice President of Affluent Wealth Planning Mark Petersen hosted a webinar explaining exactly how. They cover:.  ‣  Retirement plan contribution ‣  Executive compensation strategies ‣  Charitable giving strategies ‣ Estate and gift tax planning ‣   And more! Sign up to watch “Ways to Reduce Your Taxes Before You File This Year” at your convenience.  If you have any questions...read the full article

    Read more
  • The Week Ahead: May 11, 2020, Listen in on Debbie’s radio interview on the CARES Act and Our New Retirement Rules Card will help you navigate through the SECURE Act…all this and more in The Week Ahead!

    Posted on May 11, 2020

    Let’s not forget about the SECURE Act! With the Coronavirus at the front of everyone’s minds, the major retirement changes brought by the SECURE Act at the end of 2019 have been pushed aside.

    Read more
  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

    Read more
  • RMD Planning in 2020 After the CARES and SECURE Acts [Video]

    Posted on May 8, 2020

    RMD Planning in 2020 After the CARES and SECURE Acts Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

    Read more
  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    RMD Planning in 2020 After the CARES and SECURE Acts Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. In this webinar, we explain what you need to know about RMDs in 2020. You’ll walk away with a clearer understanding of your options and ready to make...read the full article

    Read more
  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 27, 2020

    When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

    Read more
  • Retirement Planning in 2020: Making the CARES Act Work for You [Video]

    Posted on April 24, 2020

    Retirement Planning in 2020: Making the CARES Act Work for You When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

    Read more
  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 24, 2020

    Retirement Planning in 2020: Making the CARES Act Work for You When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. You’ll walk away with a better understanding of how you can take advantage of this new law. Watch the on-demand...read the full article

    Read more
  • The Week Ahead – April 20, 2020 How the CARES Act impacts your business, Making Lemonade from Lemons by taking advantage of the market and find out all that Debbie accomplishes throughout her day…all this and more in The Week Ahead!

    Posted on April 20, 2020

    The SECURE Act signed into law in December 2019, is among the most prolific retirement legislative changes we have seen in more than a decade. Inherited IRA and updated RMD provisions in this legislation could impact your retirement.

    Read more
  • Letter to Clients On The CARES Act – April 15, 2020

    Posted on April 15, 2020

    The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult time.

    Read more
  • Client Announcement – Free CARES Act Resources Provided By Taylor Financial Group

    Posted on April 15, 2020

    On Friday, March 27th, the President signed into law the  CARES Act , a $2 Trillion stimulus package intended to combat the severe economic damage caused by the coronavirus pandemic. The CARES Act includes provisions intended to help individuals and small businesses. The following resources are intended to provide general information to you about the main programs for individuals and small businesses.

    Read more