Most years, the rule of thumb is “Sell in May, stay away.” But 2024 isn’t most years. Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss why investors should consider bucking conventional wisdom this month. Highlights include: May has …
Despite their appeal to some, these funds do have critics. “I do not typically recommend target-maturity bond funds because their annual costs are significantly higher [than index bond funds] for a buy-and-hold investment, and there is a lack of flexibility,” says Debra Taylor, founder of T …
Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.
Published by Taylor Financial Group With Qualified Charitable Distributions (QCD’s), a little planning in connection with your charitable gifts can help your tax bill. Let us tell you why this tax trick is so helpful and how to best take advantage of it.
Dear Humans, As someone who has worked for a financial planner in Northern New Jersey for many years, I know a thing or two about super harsh and cold winters!
It is inspiring how much is done, built, and bettered by the generous donations of our clients and friends. Those donations help good causes and people all over the World, and as you near retirement, a little planning in connection with your charitable gifts can also help your tax bill, wit …
If you’ve watched the headlines at all in the last month, you know the markets aren’t sitting still. From the worst Christmas Eve on record to the Dow’s largest jump ever just a few days later – losses and gains seem to have less pattern every day. Experts are divided on how 2019 will look, …
