ARE YOU AWARE OF THE NEW TAX PROPOSALS COMING SOON? (NEW)
Biden’s Tax Proposal: 10 Things Clients Should Know Now
Resource Written by Debra Taylor
To fund his large-scale infrastructure initiative, President Biden is planning to increase taxes. While these plans are still subject to significant change, it is time to start discussing key components with clients who could be affected. Forewarned is forearmed…Read More
GOLDMAN SACHS US POLITICAL PERSPECTIVES (NEW)
Policy Proposals for 2021
Goldman Sachs Asset Management Resource Provided by Taylor Financial Group, LLC
Vaccine rollout has accelerated and the country is on track to have 50% of the population inoculated by May. The $1.9 trillion American Rescue Plan was the first legislative priority for the new administration. As negotiations for more initiatives go on, we expect policy to continue to come via executive order – Biden’s 37 EOs outpace 21st century Presidents’ average of 20 in the first 100 days…Read More
CURRENT STATE OF THE MARKET (NEW)
Weekly Market Commentary 04.19.2021
Initial Jobless Claims at the Lowest in a Year, Retail Sales Surged
Published by The Carson Group, LLC
The U.S. economy seems to be returning to firmer footing based on economic data released last week. Initial jobless claims fell to 576,000 and are the lowest they have been since mid-March 2020. The number of people receiving some form of government jobless support dropped from 18.2 million to 16.9 million, based on data from three weeks ago….Read More
APRIL IS INSURANCE AND SOCIAL SECURITY MONTH! (NEW)
Factors to Consider When Updating Insurance Coverage
Resource Provided by Taylor Financial Group, LLC
With government health care policies always uncertain and the memory of super storms still fresh, now is a good time to review insurance policies coverage, insurance needs, and emergency plans….Read More
COVID-19 HEALTH AND WELLNESS (NEW)
See How the Vaccine Rollout Is Going in Your County and State
The Centers for Disease Control and Prevention said on Sunday, April 18th that about 131.2 million people have received at least one dose of a Covid-19 vaccine, including about 74.1 million people who have been fully vaccinated by Johnson & Johnson’s single-dose vaccine or the two-dose series made by Pfizer-BioNTech and Moderna.
By Debra Taylor, CPA/PFS, JD, CDFA™ Investors cheered as the The S&P 500 was up >12.5% the past month. Previous big months have usually lead to better than average returns. Yes, during the tech bubble burst this didn’t work, but most other times the past 60 years have been rat …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, A historically weak quarter, six months, and year for both stocks & bonds, is now behind us. With stocks and bonds both showing weakness, even a well balanced portfolio didn’t stand a chance for positive returns. As most of …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, There is a lot of pessimism in the markets right now. We know the list of concerns is long and includes an aggressive Federal Reserve agenda with a not-so-soft approach to a soft landing. Stagflation, ongoing China lockdowns, disrupted suppl …
By Debra Taylor, CPA/PFS, JD, CDFA™ ear Friends, Summer is finally here, but 2022 is still shaping up to be one of the worst years for investors ever. That’s the bad news. The good news is, the year isn’t over and we have several reasons why we believe the bulls shouldn’t throw in th …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, The S&P 500 is in a bear market, after closing on Monday, June 13th, with a greater than 20% decline from its recent peak. A look back at past bear markets shows that there is good news and bad news once the large-cap index has cr …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, Stocks rallied hard the week of May 31st, as the S&P 500 Index broke a seven-week losing streak in resounding fashion. That strong week was followed by last week’s losses, creating a see-saw effect that has everyone wonderin …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, After a late-month rally, we can say goodbye to the month of May, which now opens the door to June. Here’s the bad news, June is historically a weak month and it is actually the worst month of the year during a midterm year, down 1.8% …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, It has been a historically bad year so far for stocks. However, the S&P 500 Index rose 6% last week, a welcome relief to all. With lots of “market chatter,” we wanted to discuss Six Things to know regarding bear market …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, When the markets correct, it can be confusing and even frustrating. There are, however, opportunities in every market, if you move boldly and with thought. With that being said, below we review the Nine Key Opportunities that could be …
By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, With the S&P 500 Index in correction territory (down more than 10% from the previous peak) investor anxiety levels are understandably elevated. The market faces a number of threats, including inflation, a hawkish Federal Reserve, …