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Be A Lion: Events + Response = Outcome

Published by Debra Taylor, CPA/PFS, CDFA, JD | June 27, 2016 I had the great pleasure to attend the Annual Valley Hospital Auxiliary luncheon last week, where we heard from Ali Stoker, actress and Star of the television show “Glee.” 

Predicting a Recession and LPL Financial’s Forecasters

Published by Debra Taylor, CPA/PFS, CDFA, JD | May 29, 2016 Do you know what stage of the market we are currently in and what that means for your investment portfolio?  Do you know what it means to be in the “Mature Stage” of the business cycle?  These questions are on our mind …

In Honor of Tax Day: Tax Rates Across America

Published by Debra Taylor, CPA/PFS, CDFA, JD | April 18, 2016 In case you didn’t know, state and federal taxes are very different!  Generally speaking, federal income taxes are non-negotiable.  What does this mean?

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