CURRENT STATE OF THE MARKET
Weekly Market Commentary 07.12.2021
Second Quarter Key Events To Know; Future Growth Expectations Are Mixed
Published by The Carson Group, LLC
The U.S. economy continued to show signs of a mismatch between demand and supply. Nearly 3 million workers have been unemployed for more than a year; yet, there are 9 million available jobs in the U.S. (Figure 1). Matching those open positions with available workers remains key to a sustained economic recovery…..Read More
MIDYEAR MARKET OUTLOOK
2021 Midyear OutlookCetera Investment Article Provided by Taylor Financial Group
With the economic recovery in full gear, inflation risks are rising. In our second-quarter outlook, we considered the prospects of higher price levels and now we are seeing this firsthand. Inflation measures are heating up and the question is whether these price pressures will be temporary or more sustained. The U.S. Federal Reserve (the Fed) insists that it expects the effect will be temporary, and it may be. They don’t want to slow the recovery prematurely by overreacting to inflation that is temporary and could just be taking a wait-and-see approach…Read More
ATTENTION CLIENTS: TAX SEASON IS OVER. HELP US HELP YOU!
TFG Client Tax Return Announcement
Most of you have filed your 2020 taxes and said “goodbye and good riddance” to tax season. You probably won’t be thinking about taxes again until next year. And that’s fine… you deserve a break from the stress of tax season.
We, on the other hand, work all year round to help make sure that all aspects of your financial plan and investments are functioning in the most tax-advantaged ways possible. Particularly with the new tax laws, we want to be extra prudent in reviewing your portfolios and plans.
To that end, if you haven’t already sent us copies of your 2020 tax returns, please do so as soon as possible. Reviewing your 2020 returns will make it easier for us to determine what tax strategies are best for you for the remainder of 2021.
We want to do everything we can to help make sure you avoid any unnecessary penalties or fees. But we can’t do that without having copies of your 2020 tax returns.
Help us help you!
JULY IS INVESTING AND PORTFOLIO MONTH
Investing With Your Heart
Cetera Article article provided by Taylor Financial Group
Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important.
The history of socially responsible investing stretches as far back as the mid-18th century, but it’s more modern form began taking shape in the 1960s, amidst the fight for civil rights and the emerging Vietnam War protests….Read More
What Issues Should I Consider When Reviewing My Investments
Resource provided by Taylor Financial Group, LLC
Whether you are advising novice or experienced investors, it is critical to review their investment portfolios as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you and your clients evaluate and confirm their strategy, ensuring alignment with their financial goals….View Checklist
DIAL IN TO OUR VIRTUAL OFFICE HOURS
EXCLUSIVE FOR CLIENTS
Every Monday from 4:15pm – 5:00pm EST
Our “Office Hours” are exclusive to clients, who would like 1-on-1 access to Debra Taylor and her opinions on the current state of the markets and how that might impact you and your family!
Debra will begin each session by discussing the markets briefly and then open up the floor to questions from the audience. We hope for this to become a place for people to connect each week and discuss important financial topics on their minds!
Questions can be asked LIVE during office hours or sent to AnnMarie in advance!
TEE OFF WITH TAYLOR FINANCIAL GROUP
You are invited to “Tee Off” with Rob Taylor, Senior Wealth Advisor of TFG, at the Ramsey Golf & Country Club!
Each tee time is limited to 3 spots, so please let us know your availability soon so we can secure your spot!
Wednesday, July 28th
5:00 pm – 8:00 pm (estimated times and depending on the “10th” hole)
Each Golf Outing offered is assigned on a first-come-first-serve basis so RSVP ASAP!
E-mail AnnMarie at [email protected] to reserve your Wednesday Tee Time with Rob Taylor!
DON’T KNOW HOW TO PLAY GOLF? NO PROBLEM! NOW OFFERING GOLF CLINIC DAYS (NEW)
Each Golf Clinic is assigned on a first-come-first-serve basis so RSVP ASAP! And don’t forget Happy Hour (Or some extra holes after the clinic – up to you!)
Wednesday, July 21st, 5:00 – 6:00 pm (Pitching)
Wednesday, August 4th, 8:45 – 9:45 am (Driving Range)
Wednesday, August 11th, 5:00 – 6:00 pm (Putting)
E-mail AnnMarie at [email protected] to reserve your Wednesday Clinic Tee Time with Rob or Debbie Taylor!
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Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.
S & P 500 Index: The S&P 500 is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.
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A diversified portfolio does not assure a profit or protect against loss in a declining market.
Converting from a Traditional IRA to a Roth IRA is a taxable event